CloudLink Ideas Portal

Ability to copy quote on SOLD unit to a quote under same base model

Currently, you cannot copy a quote on a unit that is no loner in inventory. I'd like to have the ability to copy the quote under the same base model it was originally quoted under, but the system should require you to either select an inventory item, on order item, DBS Config or start a manual configuration quote. Many reps want to be able to take the same structure of an sold unit (costs, warranty, programming, ect) so it can be replicated for a current deal as a time saver.

  • Kelly Kotara
  • Jan 20 2020
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