In my company we create a quote before we create a deal (slight timing issue as you have to attach the quote to a deal so we initiate the deal that way) which means we add line items to the quote. Looking for a way automate copying the line items to the Deal rather than populate that manually or change our business process to add line items to the Deal before creating the quote.
I was informed by a CSR that this functionality is not yet in the product so I’m posting it here.