Creating quote with multiple quote options.

started a topic 3 months ago

We would like to have multiple options in the same sale quote window rather than creating multiple quotes for the same customer.

So we will be able to add multiple quote options on the same quote window and the customer will be able to select one of the options according to his preference and then the we proceed ahead with the option.

Refer to the example image below

4 people like this idea
  • This would be helpful for us as well. 

    More specifically, adding a Quote revision would be ideal. That would allow us to create and send a quote, then revise it based on feedback before sending the revised quote to the customer for review. Very similar to how BOMs are revisioned. 

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