topic New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps in Tips, Tricks & Best Practices

New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

ZMcIntyre — Fri, 21 Mar 2025 15:03:38 GMT

This adds a few steps to the quote process and slows it down.

Could the current deal where 'quote' was pressed be autopopulated when you create a quote?

Thank you,

Re: New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

karstenkoehler — Fri, 21 Mar 2025 15:05:22 GMT

Hi @ZMcIntyre,

What exactly are you expecting to autopopulate on the deal record based on the quote?

Re: New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

ZMcIntyre — Fri, 21 Mar 2025 15:08:11 GMT

There was a change recently and the new Deal page has a drop down to select a deal to create a quote for.

Previiously when I pressed create Quote when I was in the deal, it would start creating that quote.

With the new update I have to copy the name of the deal into the drop down list.

I would expect the deal I am working on to be already selected in the drop down list.

Re: New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

ZMcIntyre — Fri, 21 Mar 2025 15:11:32 GMT

The worflow to get where I am is to go to add line items to the deal and then click Quote in the upper right.

Re: New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

ZMcIntyre — Fri, 21 Mar 2025 16:00:30 GMT

Sorry I forgot to @karstenkoehler