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Finance | Project Operations, Human Resources, ...
Suggested Answer

Move Quote or Contract from one Opportunity to another

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Is it possible to move a Quote and the Contract associated to it from one Opportunity to another? We have multiple cases when different opportunities were created for the same case and we would like to consolidate all the relevant Quotes and Contracts under a single Opportunity. If this is achievable, could you explain how?
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    Vahid Ghafarpour Profile Picture
    12,183 Super User 2025 Season 2 on at
    Yes you can do it by updating Contract and Opportunity assigned to a Quote from the Summary tab.
     

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