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JFDavis
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Member since ‎Feb 1, 2022
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J. Foster Davis

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Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
132 upvotes
64 Replies
JFDavis
Member
February 01, 2022
I need this please.
Pasqual on April 29, 2021
Feature to take a cloned quote and associate it with a new deal
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more
Reply Idea Deals
78 upvotes
36 Replies
JFDavis
Member
February 01, 2022
I need this. I also just need a way to associate a Quote with a deal. I don't want to create a new quote in order to associate it with a deal. I ...read more
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