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When you confirm a sales quotation you get a sales order. Very often our customers need the option to create a sales agreement instead of a sales order from the quotation. Currently you have to set the quotation to lost, and then create an independent agreement. This is very wrong, because we "won" the quotation.
STATUS DETAILS
Needs Votes
Comments
This is an important and common requirement
Category: Sales and marketing
Administrator on 1/20/2022 2:23:47 PM
Appreciate you taking the time to feedback. What you are pointing to is not a product issue, but a feature request. Sales agreement creation is not hooked into the sales quotation process, only the RFQ process. While we have no current plans to provide similar capability in he sales quotation process, we will continue to collect votes on this ideas to assess how much in demand such a feature is.