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Accept or reject quotes

Status: Idea Submitted
JobA
Submitted by on ‎Feb 11, 2021 9:58 AM

Often we make more then one quote for the same deal. At the moment we have the following issues:

- The only way to keep just one quote is to delete the other ones
- The products in the quote are not updated to your "last quote" but stick to the values of the quote that was published last
- The only way to adjust the products in the deal is to reopen the last quote and publishing it again

It would help us enormously if we could approve just one quote and the following happens:

- All other quotes are rejected
- The products in the deal are updated to the accepted quote

See more ideas labeled with:
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1 Reply
JobA
Member
‎Feb 16, 2021 10:16 AM

I meant to say in point 2: The products in the deal are not updated to your "last quote" but stick to the values of the quote that was published last (even if this is deleted)