Announcement

Collapse
No announcement yet.

Opportunity to Quote?

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    Opportunity to Quote?

    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?

    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.

    Comment

    Working...
    X