CloudLink Ideas Portal

Lock a Revision

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.

  • Erin Balzer
  • Mar 21 2024
  • Needs more votes
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.

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