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Customer experience | Sales, Customer Insights,...
Answered

Easiest way to customize Quote Clos dialog ("Create a Revised Quote")

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Posted on by 659

Hi,

as there is a "Revise" and a "Create Order" Button on the Quote entity.

pastedimage1582709814288v1.png

The only reasonable default for the "Close Quote" Button would be to close the quote as lost.

Unfortunately the defaults are this for the dialog:

pastedimage1582709857622v2.png

This is very questionable and just makes you think noone at Microsoft actually uses their own product.

What is the easiest way to change the default to another option set value and the "Create a revised quote" to "No"? 

I've looked into old tpoics (2011, 2013, 2015, ..) and it seems the only way is to create a new dialog?

Is there a better way available now?

This must be a joke. 

Thanks.

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Unfortunately that's not a joke. At the moment it's possible to customize only Close Opportunity and Close Case dialogs.

  • FLombardo Profile Picture
    15 on at

    Hello,

    Same request here. The default value Yes on "Create a revised quote" is creating a lot of problems to people while closing offers.

    Any news on that?

    Regards

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