In CRM, we need to be able to create a new quote based on a copy of an existing quote. Can we have a feature to copy a quote to a different company/person/opportunity. It can be done in Accpac but is needed in CRM.

by: Mary O. | over a year ago | Customer Mgment (CRM)

Comments

• Oh you don't know how much of an issue this is for one of my customers, where they copy repeat orders in Accpac, but then can't link to opportunities in CRM. Makes the whole forecasting and report in CRM nonsense.

  by: Martin S. | over a year ago

• I actually wrote this functionality for a customer of ours a while back. If you are interested you can email me at brad@kerr-consulting.com. Cheers.

  by: Brad E. | over a year ago

• Agree

  by: Will B. | over a year ago

• Same logic being able to create a new order by copying an existing order within Sage CRM. Add a link to the Order Inquiry Screen to Copy the Order, default to the same customer with an override to substitute the customer record.

  by: Sean F. | over a year ago

• 11 November 2021

  by: Bea N. | over a year ago