I am working on a system to utilize the new CommitCRM Quotes. It looks like a great addtion! One question I have is if/how opportunities and quotes can work together. It seems it would be nice if the opportunity could then be moved into a quote and then a quote moved into a contract. Is this possible or are there plans to move in this direction?
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Opportunity to Quote?
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hugicr
- 48
Opportunity to Quote?
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Support Team
- 7558
Re: Opportunity to Quote?
Thanks for your feedback, great to hear that you like the new quoting feature.
Won Quotes can now be converted into billable Charges or directly into a QuickBooks Invoice. We are looking at expanding the list of conversion options. Thanks for asking. I'll add this as a feature request.
Thanks,
Dina
***Update from the RangerMSP Team:
Starting with RangerMSP 10 Quotes can be created from the Opportunity and existing Quote can be linked to the Opportunity.
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