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May 07, 2018 at 09:01 PM

link a sales quote to an opportunity or create sales quote templeate

665 Views Last edit May 07, 2018 at 09:02 PM 2 rev

Hi Experts.

Is there any way to link a Sales quote to an opportunity that has been already created?

I can not create the sales quote from the opportunity cause the sales quote is created from another quote like a templeate, or in this case, is there anyway to create a qoute template and use it when creating a sales quoute from an opp?

Hope for you to help me.

Best regards