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I am working on a system to utilize the new CommitCRM Quotes. It looks like a great addtion! One question I have is if/how opportunities and quotes can work together. It seems it would be nice if the opportunity could then be moved into a quote and then a quote moved into a contract. Is this possible or are there plans to move in this direction?
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Thanks for your feedback, great to hear that you like the new quoting feature.
Won Quotes can now be converted into billable Charges or directly into a QuickBooks Invoice. We are looking at expanding the list of conversion options. Thanks for asking. I'll add this as a feature request. Thanks, Dina ***Update from the RangerMSP Team: Starting with RangerMSP 10 Quotes can be created from the Opportunity and existing Quote can be linked to the Opportunity. |
