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Can there be an option to make certain fields required for new opportunities, for example, quote template, we have a few and this field we would want something selected in order to properly use the templates we have created when a new opportunity is created.
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Under consideration
I agree with this - though there is a way to accomplish this with some custom development. A couple years ago we actually created and self-host a pretty basic Opportunity Intake Form that does this for us internally.
It leverages the D-Tools Cloud API and effectively replicates the New Opportunity 'Wizard' from the D-Tools Cloud web interface but gives us granular control over the required fields
It searches/allows you to select your existing D-Tools Cloud Clients, or create a new Client if needed
Any field from the D-Tools Cloud new Opportunity wizard are replicated here with one exception -
Referred Byisn't part of the API specification so that can't be usedYou actually can add a few more Opportunity fields than the wizard exposes, such as
Estimated Start DateandEstimated End DateBeyond the absent
Referred Bysection the only caveat is Opportunities created through the API do no auto-create a Quote upon initialization - the Quotes table/section is empty and the first Quote just needs to be added the same way you would add any additional Quotes to an OpportunityYou can see in the attached image we've got
Template,Square Feet,Lead Source,Estimated Close Date,Estimated Start Date, andEstimated End Dateall as required fields that the form will not proceed without.Of course it can be entirely bypassed just by using d-tools.cloud to create your Opportunity instead of the custom intake form but that's more of an employee management issue more than a technical one if that happens.