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2
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Not supported for the current status
Status Planned
Categories Opportunities & Quotes Project Management
Created by Dave Kirn
Created on Nov 10, 2025

RELATED IDEAS

Ability to combine multiple quotes into a single proposal & project

Users like to do separate quotes for larger projects for different system types like A/V; Lighting Control; Network; Shades; Etc. They want the ability to roll these different quotes into a single proposal and into a single project

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1 MERGED

Multiple quotes convert to a project

Merged
ability to have multiple quotes within an opportunity converted to a project. Ex: User has a quote for lighting, shades, and audio for the same customer and would like to keep quotes consolidated under the same opportunity vs separating them into ...
Guest 7 months ago in Opportunities & Quotes Planned