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The ability to default "Create a revised quote" when Closing a quote

Jeroen Scheper on 5/10/2023 11:51:00 AM

When you are closing a quote using the Close Quote button you get three options in the popup:


  1. Lost
  2. Canceled
  3. Revised


Regardsless of which option you select, the field below called Create a revised quote is defaulting to Yes.

I would like to see a central setting or perhaps per the options above, the ability to set a default.

This will increase efficiency because of less clicks and in addition to that, it contributes to less user errors because since it is defaulting to yes you do get revised quotes that are not needed.

Category: Quotes, Orders, Invoices, Products
STATUS DETAILS
Completed
Ideas Administrator

Revathi Sankar (administrator) on 11/13/2023 5:48:43 AM

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