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Re: sale-workflow when creating multiple version of a quote before confirming it.

Eficent Business and IT Consulting Services, S.L.
- 05/22/2015 09:20:25

On Fri, May 22, 2015 at 3:14 PM, Peter Langenberg <> wrote:

What is the problem ... my customer creates multiple versions of a quote before he can confirm it and he would like to have the history (sort of version) ... now he has to cancel the quote and duplicate it, but he's complaining it's dificult to track all the quotes he made before het could confirm.

When he amends the quote before confirming, he doesn't have the track what he original proposed (yes he could have in pdf attachement ofcourse).

I've been looking in (and maybe I didn't look well, but it's friday).
But cannot find it ...

Can you give me any advice ?

Peter Langenberg

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