How do you link an opportunity in CommitCRM to a quote created in CommitCRM?
Announcement
Collapse
No announcement yet.
CommitCRM Opportunities to CommitCRM Quote
Collapse
X
-
DennisU
- 7
CommitCRM Opportunities to CommitCRM Quote
-
Support Team
- 7558
Re: RangerMSP Opportunities to RangerMSP Quote
A Quote can't be created directly from an Opportunity using the built-in Quoting module currently but it is on our list of feature requests so we will add your vote to that too.
Thank you.
-
mohsinj677
- 1
Re: Commit Opportunities to Commit Quote
Thanks for posting. this is a great posting good Luck
_____________
Mohsin
Comment
-
Kevin@multi.co.za
- 50
Re: Commit Opportunities to Commit Quote
Please add our vote to this request. Does that mean we need to save the quote as a doc and import it for now?
Comment
-
Support Team
- 7558
Re: RangerMSP Opportunities to RangerMSP Quote
Vote added (we've also replied to your email). Indeed, you can save Quotes to PDF and attach them to the Sales Opportunity.
***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
Comment