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May 15, 2020 at 04:31 PM

"Create with reference" not available for sales quote from Microsoft excel

74 Views Last edit May 16, 2020 at 09:52 AM 3 rev

Dear Experts,

When creating sales quote in new business work center, I used "Create with reference" option to link sales quote with opportunity.

But my client wants to create sales quote using "sales quote from Microsoft excel" option, since the quote has more than 100 items which cannot be inputted manually.While creating sales quote using excel, they wanted to link it with an opportunity.

Could anyone please let me know if there is any option to link a reference document to a sales quote created using excel import?

Thanks and Regards,

Vignesh.S