Happy Monday, would you please send us more details on how you wanted to be changed? Maybe we can find a workaround or an idea that is in planning, beta.
The more information, screenshots, and details you can provide, the better I can advise on the next steps.
Like many of your system users, we have clients that want the same service each month, but each month requires a new quote therefore taking an existing quote and cloning it is ideal, but this only works if it generates a new quote number on the cloned quote. Does that make sense?
We also noted that a cloned quote always get asociated with the original contact. Its possible to change this? Delete the old contact and asociate a new contact for a new client with the existing product?
do you already working on this? We also noted that a cloned quote always get asociated with the original contact. Its possible to change this? Delete the old contact and asociate a new contact for a new client with the existing product (cloned quote)?
