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CNeira
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Member since ‎Jan 26, 2023
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Carlos Neira

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CNeira
Participant
July 08, 2025
Reply to Clone Quotes
@HybitHi it seems that quotes can´t still be copy from one deal to another but with the Basic Record Cloning feature is possible to copy a deal and ...read more
CNeira
Participant
June 03, 2025
Reply to Clone Quotes
Hi @hhiggins or @NBach Just checking in—has there been any update on this? It's been a year since the last responce, and it would be helpful to...read more
CNeira
Participant
June 03, 2025
Reply to Clone Quotes
Hi @NBach , Just checking in—has there been any update on this? It's been a year since the last responce, and it would be helpful to know if this is...read more
CNeira
Participant
October 08, 2024
Reply to Deal sections / sub-headers
@nwcarlson We already implement same solution using custom quote templates
CNeira
Participant
May 30, 2024
Reply to Clone Quotes
@NBach thanks for answering, as @jj12stars m y use case have very similar items over diferent deals and it would be so time-saving to Clone a quot...read more
CNeira
Participant
May 07, 2024
Reply to Associate existing quote to a different deal
Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
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