CRM

dc-usa
Contributor

Create a quote without modifying the Deal's Line Items

Is there a way to create a new quote without automatically changing the Line Items in the Deal? 

 

Maybe the quote is just a provisional quote for a customer or something, and we don't actually want to update the "official" Line Items on the deal. 

 

I don't want the Line Items to necessarily be automatically updated when I create a new Deal.

0 Upvotes
1 Reply 1
kvonloesecke
Community Manager
Community Manager

Create a quote without modifying the Deal's Line Items

Hi @dc-usa,

 

Thank you for reaching out, and for your suggestion! I can see how this feature would be very helpful 🙂

 

I would encourage to you upvote this related idea in the Ideas Forum. 

 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well. 

 

Thank you,

Kristen


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