Merge Quotations

started a topic about 2 years ago

Frequently we create similar quotations for a system comprises of many Items (somtimes 26 items). We created a dummy Contact named it TEMPLATE then created Draft Quote for this Template contact and added all items that comprise the system. Whenever we need to make a quote to a cutomer for this system, we clone the Template. So far so good. Now, we have many Templates for different systems. It is common that a customer requests a quotation for 2 or more systems: Customer1: (system1, system3) Customer2: (system3,system4,system10) and so on. We would like to be able to Merge different quotations (Templates) into one quote otherwise we have to add item by item for for each customer.

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