2020-4Q: [CRM] Copying a Quotation to a new Quotation

A new feature has been added which allows an operator to generate a new quote based on an old quote.

This is especially useful when a quote needs to be changed.

To make use of this feature:

1. Go to the quote that you would like to be able to copy and click “Copy Positions to Another Quote".

This will allow you to generate a new quote with the same positions so that you do not have to manually enter them again

Published Date: 18-December-2020

Engineer: PD

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.