Accounts (Quotes) & Leads: Multiple Quotes and Cloning Feature

Summary:

The feature request aims to introduce the ability to generate multiple quotes for a single lead. Additionally, it requests the implementation of a cloning feature to duplicate leads or quotes, enhancing efficiency when clients require variations of a quote for comparison.

Intended Outcomes:

• Quote Variations: Users can create and manage multiple quote options within a single lead, offering clients variety and flexibility.

• Clone Quotes &/or Leads: The cloning feature saves time and effort by eliminating the need to manually recreate similar leads or quotes.