Sort order of products in quote
If the "Enhanced experience for adding products" is enabled and multiple products are added to a quote, the order in which the products were selected does not correspond to the order in which the products are created in the quote.
It would be desirable that the order in which ...
Contracts Entity
Microsoft deprecated the Contracts entity and replaced it with the "Entitlements" entity however this does not replace the functionality which a Contract does.
Please can we have the Contracts entity back as an out of the box entity as its still required by customers and I al...
PDF report export Name
Posibility to standardize the PDF export name with fields from the entity or related entities.
something like: Quote - {Opportunity Name} - {Quote Name} - {revision}.pdf
Ability to create new customer address from order form via look up address
It would be greatly appreciated if the ability to create new address in the account directly from the order entity through the "Lookup Address" button could be possible.
This operation should be feasible since there is a dedicated button for it, and it does bring up an empty a...
To Lock the Price of product present in the quote at the initial stage of creating the quote( When the quote is in Draft stage)
We are raising this Idea on behalf of our customer who is having issue with Sales Quote and Price list.
The customer created quote with their default price list.
Then customer adds the product and price in the quote and saves it.
The product and...