hey,
when i create a second deal/quote for same client for an upsell, is there a way to sync the payment terms/ end of contract etc?
so the amount is calculated pro-rata until next date and end of contract is same as previous one.
thanks
@dmattauch You could achieve this by cloning the existing quote, this should carry over all of the same data points:
Navigate to Sales>Quotes, then you can find your quote and clone it!
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