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    Generate Work Order from Quote

    Suggested by Andrew NevittNew 0
    Category: Presales and Invoicing

    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