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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 10 months ago in Opportunities & Quotes 0 Planned