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Question

Estimate Bid to Sales Quotation

  • April 21, 2023
  • 1 reply
  • 150 views
Vernon Anderson
Sidekick (Employee)
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Estimate Bid Management

 

I have a basic understanding of how this works and that we can create a business opportunity in CRM. I also recall, that in an earlier version, that I could create a sales quotation from the estimate. But for the life of me, I cannot get the same results in the Cloud Test Environment.

 

Any clues? Thanks!

Vernon

1 reply

matt.watters
Ultimate Hero (Partner)
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  • matt.watters
  • Ultimate Hero (Partner)
  • 699 replies
  • April 21, 2023

@Vernon Anderson Have you registered a Sales Part for the Deliverable line?

Prerequisites

  •  An estimate header with at least one version and one top item exists
  • The status of the estimate cannot be Closed or Cancelled
  • The status of the version must be Confirmed
  • A customer must be connected to the estimate
  • A version must be Included in the Deliverables tab for the customer
  • Sales part and site must be defined for all deliverable lines
If a response resolves your issue, please use "Best Answer" so that the thread can be closed and others can find solutions more easily. Regards - Matt


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