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Customer experience | Sales, Customer Insights,...

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Revising a quote while keeping other quotes active

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Posted on by Nikita Che

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Dear Community! In the scenario, when there are several active quotes related to the same opportunity, I would like to revise only one. I am getting a message "Close the active/draft quote then revise the quote"

Is there a way I can change this and be able to revise my quote. The system shall replace the synced quote with my recenlty activated quote, but shall keep more than one active quotes. The reason for keeping several active quotes is because of the custom dependency in our org. If the quote status is active, the watermark draft is removed from the printout. Note that each quote is issued to a different account.

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