Hi all!
My name is Nicoline and I am the new PM who manages Quotes. It sounds like there are a few requests here that I want to provide updates for.
1) Being able to edit a quote once it’s published (i.e. a customer asks for an edit) --> This is available under Actions > Recall & edit. You can edit and publish the quote (the URL will stay the same).
2) Being able to clone a quote once it’s published --> This is available under Actions > Clone. You can create an entirely new quote based on the pre-existing quote.
3) Clone a quote and associate a new deal --> This is not available and is not something that is currently on our roadmap, but the feedback is helpful as we consider the future of quotes and the relationship between quotes and deals.
Please let me know if you have any questions about this.