Similar to lock quote, the capability to lock a revision would add value when multiple people are involved in a quote. As an example, Carter has a quote team who will handoff a quote to a rep, and the rep will sometimes make customer driven adjustments, without first creating a revision.
How often would this idea be used? | Daily |
How much time would you save when the idea is implemented? | It would save hours of work |
How many people at your company would benefit from this idea? | Most people (25 + ) |
What problem is your idea trying to solve?
Consistency, accuracy on quotes, missed coaching opportunities. |