Discussion:
Clone quote with product
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Elisa
2010-08-24 18:33:03 UTC
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Hi,

I have adjusted the isv.config file to make a clone of a quote but how do I
clone a quote to bring the products that are associated with it, as in to
have exactly the same products and totals?
Ken Compter
2010-11-11 16:41:05 UTC
Permalink
Was there a solution to this issue? I have same need.
Post by Elisa
Hi,
I have adjusted the isv.config file to make a clone of a quote but how do I
clone a quote to bring the products that are associated with it, as in to
have exactly the same products and totals?
Submitted via EggHeadCafe
Excel Tips: Net Present Value (NPV) and Internal Rate of Return (IRR)
http://www.eggheadcafe.com/tutorials/aspnet/e426181a-90f1-4bdb-a58a-ef76c7e7cc85/excel-tips-net-present-value-npv-and-internal-rate-of-return-irr.aspx
LeonTribe
2010-11-12 11:16:57 UTC
Permalink
Was there a solution to this issue?  I have same need.
Post by Elisa
Hi,
I have adjusted the isv.config file to make a clone of a quote but how do I
clone a quote to bring the products that are associated with it, as in to
have exactly the same products and totals?
Submitted via EggHeadCafe
Excel Tips: Net Present Value (NPV) and Internal Rate of Return (IRR)
http://www.eggheadcafe.com/tutorials/aspnet/e426181a-90f1-4bdb-a58a-e...- Hide quoted text -
- Show quoted text -
A cheap solution is to not get the products from the quote but from an
originating opportunity. When you create a quote, an action option is
to pull products from an opportunity.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet http://www.twitter.com/leontribe

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