CloudLink Ideas Portal

Make the ability to create a quote from iQuote Configurable

We'd like to see the ability to turn off the ability for Sales Reps and Power Users to create quotes straight from iQuote. This has been a struggle for us to properly drive the Sales Management Process, if they could only create quote from a Sales link opportunity it would dramatically decrease our metrics in this arena.

  • Kelly Kotara
  • Mar 12 2021
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  • Court Laslop commented
    March 20, 2023 18:18

    Hi Kelly,

    The system currently allows you to enforce creation of an opportunity for any quote started in iQuote.



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