I would like to see a method to go directly from a Quote to a Work Order (eg. when building a price for a customer generate a Work Order to determine resource availability and soft booking prior to customer approval of a quote). Case > Opportunity > Quote/Work Order is too labour intensive for customers who just want to get the quote out of the door quickly, and who may not want the added complexity of using these entities
Category: Work order
Ideas Administrator

Thanks for sharing your idea.

While we support a number of Sales to Field Service scenarios, we see that these are among some of our lowest used scenarios. Given the limited usage, the limited votes for this idea, and that this isn't an ask we've heard from others, we don't think this would be the best place to invest for improving the product.

That said, we do appreciate your feedback and hope you'll continue to submit ideas for improvement in the future.


Jason Cohen

PM, Microsoft