Enhancing Opportunity Management: Linking Cloned Quotes to Existing Opportunities

At present, while it is technically possible to clone a quote, there is no functionality to assign the cloned quote to an existing opportunity. This limitation can be a significant hurdle, especially when working with multiple scenarios that have only slight variations. Being able to group these scenarios under a single opportunity would greatly enhance organizational efficiency, streamline workflows, and provide a clearer overview for both sales teams and clients. Implementing this feature would be a valuable improvement, catering to real-world use cases where multiple scenario comparisons are a standard part of the decision-making process.

Consolidated into: Add the ability to merge multiple quotes into a new quote.

Please authenticate to join the conversation.

Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_Opportunities

Date

Over 1 year ago

Subscribe to post

Get notified by email when there are changes.