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Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories New/Amend Quote
Created by Rebecca Knight
Created on Nov 24, 2023

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.

Idea Benefit Better control, less duplication of records
How do you solve for this problem today? Each quote has to be raised, all attachments in the original quote have to be copied over, a comment line is added onto the new quote referencing the quote it came from.
Product Variant Sage 200 Standard