Gamma Integration for Frappe/ERPNext

A powerful Frappe/ERPNext app that seamlessly integrates Gamma.app interactive presentations with your quotations, enabling you to create, manage, and embed dynamic proposals directly within your ERP system.

🚀 Features

✨ Core Functionality

• Interactive Presentations: Create and embed Gamma.app presentations directly in quotations
• Dynamic Linking: Automatic linking between Gamma Proposals and Quotations
• Multiple Proposal Types: Support for Main, Technical, Financial, Executive, Product Demo, and Case Study proposals
• Real-time Sync: Automatic synchronization of proposal data and status updates
• Embedded Viewer: View presentations directly within ERPNext interface
• Custom Print Formats: Professional quotation layouts with embedded Gamma proposals

🔧 Technical Features

• Auto-linking: New proposals automatically link to their quotations
• Migration Support: Existing proposals are automatically linked via database patches
• API Integration: RESTful API endpoints for external integrations
• Error Handling: Comprehensive error handling and logging
• Permission Management: Respects ERPNext permission system

🎯 Usage

Creating Gamma Proposals

1. From Quotation Form:
2. Open any quotation
3. Navigate to the "Gamma" tab
4. Click "Create Gamma Proposal" button
5. Fill in proposal details and Gamma URL
6. Save to automatically link to quotation
7. Direct Creation:
8. Go to Gamma Proposal doctype
9. Create new proposal
10. Link to existing quotation
11. Proposal automatically appears in quotation's Gamma tab

Managing Proposals

Proposal Types

• Main Proposal: Primary presentation for the quotation
• Technical Proposal: Detailed technical specifications
• Financial Proposal: Cost breakdown and pricing details
• Executive Summary: High-level overview for executives
• Product Demo: Interactive product demonstrations
• Case Study: Success stories and use cases

Status Management

• Draft: Initial creation state
• In Review: Under internal review
• Shared: Shared with customer
• Approved: Approved by customer
• Rejected: Rejected by customer

Gamma URL Integration

The app supports multiple Gamma URL formats:

https://gamma.app/docs/your-doc-id

https://gamma.app/embed/your-embed-id

https://gamma.app/public/your-public-id

All formats are automatically converted to embed URLs for seamless integration.

🔌 API Reference

Create Gamma Proposal

frappe.call({
  method: 'gamma_integration.gamma_integration.api.create_gamma_proposal',
  args: {
    quotation_name: 'QTN-2025-00001',
    proposal_name: 'Technical Proposal',
    proposal_type: 'Technical Proposal'
  }
})

Get Quotation Proposals

frappe.call({
  method: 'gamma_integration.gamma_integration.api.get_quotation_proposals',
  args: {
    quotation_name: 'QTN-2025-00001'
  }
})

Link Existing Proposals

frappe.call({
  method: 'gamma_integration.gamma_integration.api.link_existing_proposals'
})

Refresh Gamma Display

frappe.call({
  method: 'gamma_integration.gamma_integration.api.refresh_quotation_gamma_display',
  args: {
    quotation_name: 'QTN-2025-00001'
  }
})

🏗 Architecture

DocTypes

• Gamma Proposal: Main proposal document with Gamma integration
• Quotation Gamma Proposal: Child table for linking proposals to quotations

Key Components

• Server-side Controllers: Handle proposal creation, linking, and synchronization
• Client-side Scripts: Manage UI interactions and real-time updates
• API Layer: RESTful endpoints for external integrations
• Migration Patches: Ensure backward compatibility

🧪 Testing

API Testing

Use the built-in test button in quotations: - Navigate to any quotation - Click "Gamma" → "Test API" - Verify connection status

Manual Testing

1. Create a new quotation
2. Add a Gamma proposal
3. Verify automatic linking
4. Check embedded presentation display

🐛 Troubleshooting

Common Issues

"No Gamma proposals linked" message - Run the linking patch: bench --site your-site.local execute gamma_integration.gamma_integration.patches.link_existing_gamma_proposals.execute - Refresh the quotation form

Proposals not displaying - Check Gamma URL format - Verify embed ID extraction - Check browser console for JavaScript errors

Permission errors - Ensure user has read/write access to Gamma Proposal doctype - Check quotation permissions

📋 Changelog

v1.2.0 (Latest)

• ✅ Fixed dynamic linking issue for existing proposals
• ✅ Added automatic proposal linking on save
• ✅ Enhanced error handling and logging
• ✅ Improved client-side refresh mechanisms
• ✅ Added migration patches for backward compatibility

v1.1.0

• Added multiple proposal types
• Enhanced UI/UX for proposal management
• Improved API endpoints

v1.0.0

• Initial release
• Basic Gamma.app integration
• Quotation embedding functionality

📞 Support

Documentation

• Frappe Framework Docs
• ERPNext User Manual
• Gamma.app Documentation

Community

• Frappe Forum
• GitHub Issues

Transform your quotations with interactive Gamma presentations!