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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.

Status: In Review

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