This feature would be useful for our sales team to make quoting faster when a client orders multiple products. Currently, each deal represents a product/job type, 3 examples: badges, wristbands, and tickets. Instead of creating 3 separate quotes for each deal, we need to send a single quote for multiple deals.
You can clone the quote and associate it with another deal but including multiple deals on one quote is not a function within the Quotes tool at this time.
I agree this would be very helpful, especially when pipelines are used for multiple markets or sections of the business, but clients can purchase from multiple pipelines.
I agree regarding multiple pipelines, we have to do multiple quotes otherwise, we can’t report accurately.