My sales team has stopped activating quotes (and therefore not tracking revision history) because they "lose all attachments and notes" when they revise a quote, as they are completely separate records. In our case we use Mail Merge to generate a Quote to be sent to the customer based on the Quote record in CRM. Each time we do this, we attach the mail merge document to the quote, along with any spec docs, etc. used to build the quote.
The way we use this, we really need to be able to have these attachments/notes accumulate as we revise, and be referenced from all revisions. My sales team finds each revision treated as a separate record very difficult to maintain, especially in this aspect. The same applies to other entities such as Contracts.
Comments
Thank you for your suggestion. We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.
Category: General
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.