CloudLink Ideas Portal

Copy revisions to existing quotes

Can we add an option in the Revision Actions drop down to copy a revision to an existing quote. Since it is difficult to view and bring in revision(s) from a quote that has a lot of revisions and segments. Also, copying the whole quote does not bring in all the revisions and segments. The 'From a Quote' option does not list all the data in the quote searched and the data is not in order by segment but by job code.

  • Kaelah Sherman
  • May 9 2022
  • 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 a month of work
How many people at your company would benefit from this idea? Everyone
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