Customize Close Quote Form
When I close a quote I would like to be able to set the default option on "Create a revised quote" to "No" so that we don't accidentally create revised quotes.
The ability to default "Create a revised quote" when Closing a quote
When you are closing a quote using the Close Quote button you get three options in the popup:
- Lost
- Canceled
- Revised
Regardsless of which option you select, the field below called Create a revised quote
This idea has been implemented per the request via GA train 9.3. Please review our documentation for further details:
Customize the quote closure experience | Microsoft Learn
Thanks,
Revathi
Sr Product Manager, D365 Sales
Administrator
This idea has been implemented per the request via GA train 9.3. Please review our documentation for further details:
Customize the quote closure experience | Microsoft Learn
Thanks,
Revathi
Sr Product Manager, D365 Sales