Can product images be added to the Quotations module in Sangam CRM?
If so, then please share step-by-step instructions.
Hello Sir,
Product images that are attached in the Product Master are displayed Only in the Quotation PDF.
Note: Product images attached in the Product Master will not be visible in the Detail, Edit, or List views of the Quotation module.
Below are the steps to configure this functionality.
Step 1: Enable Configuration for Product Image
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Navigate to:
Admin >> Quotation >> Quotation Configuration
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In the Line Item section, locate the option : Show Product Image.
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Check the checkbox to enable the feature.
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Click Save to apply the configuration.
Step 2: Attach an Image in the Product Master
- Open the Product Detail View for the desired product. (as Shown in below Image)
- Add the image attachment:
- Drag and drop the image into the designated area,
OR - Upload the image from your computer using the upload button.
Step 3: Add Product to Quotation and Generate PDF
1. Navigate to Quotation:
Go to the Quotation module and select Create Quotation/ Existing Quotation Quotation.
For a New Quotation
- Navigate to the Quotation module and click on Create Quotation.
- Add the product (which are attached image) in the Line Item section.
- Fill in all other required details (e.g., customer information, pricing, terms, etc.).
- Save the Quotation.
For an Existing Quotation
- Navigate to the Quotation module and open an already created Quotation.
- Verify that the product in the Line Item section matches the product where the image was recently attached.
- If the product is not added, update the Line Item section to include it.
- Save the Quotation after making any updates.
- Open the saved Quotation and click on the three-dot menu in the Quotation Detail View.
- Select Preview PDF to view the generated Quotation PDF.
- The product image will be displayed alongside other product details.
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