New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

[ZMcIntyre]

This adds a few steps to the quote process and slows it down.

Could the current deal where 'quote' was pressed be autopopulated when you create a quote?

Thank you,

[ZMcIntyre]

Sorry I forgot to @karstenkoehler 

[ZMcIntyre]

The worflow to get where I am is to go to add line items to the deal and then click Quote in the upper right.

[ZMcIntyre]

There was a change recently and the new Deal page has a drop down to select a deal to create a quote for. 

Previiously when I pressed create Quote when I was in the deal, it would start creating that quote.

With the new update I have to copy the name of the deal into the drop down list. 

I would expect the deal I am working on to be already selected in the drop down list. 

[karstenkoehler]

Hi @ZMcIntyre,

What exactly are you expecting to autopopulate on the deal record based on the quote?