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.
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Closed
Feature Request
[CMP]_Opportunities
Over 1 year ago
Get notified by email when there are changes.
Closed
Feature Request
[CMP]_Opportunities
Over 1 year ago
Get notified by email when there are changes.