Ability to Copy a Quote and Link It to an Existing Opportunity

Currently, it is possible to create a copy of an existing quote, but this automatically creates a new opportunity under the customer. In some situations, it would be more efficient to copy a quote and link it directly to an already existing opportunity. I would like to suggest adding the option to select an existing opportunity when creating a copy of a quote. This would help keep related quotes grouped within the same opportunity and improve overview, reporting, and workflow efficiency. This functionality would be especially useful when creating revised versions, alternative proposals, or additional quotes within the same sales trajectory.

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Date

6 days ago

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