Hi everyone
Back today for a new question.
I’m using SuiteCrm8.8 and a user told me about a thing I was not able to answer, so here is the best place to get some help !!
For my users, when they create an invoice, they always do the same :
Create an account (or use an existing one)
Create an Opportunity
Create the quote for the Opportunity
Seems logical but here they can see something not clear for them : when they create the opportunity, the account name is automatically filled, that’s good.
Entering the opportunity, they create then the quote.
But at this time, there is nothing filled for the account or the contact and they have to search and fill manually (and this could generate some mistakes).
Is there a way with this logic (account > opportunity > quote) to have at least the account automatically filled in the quote on creation ?
For this path:
account > opportunity > quote
I don’t think that exists out of the box.
Probably with a simple workflow you might custom-build some partly automated quote creation.
Maybe using the Opp stage as a trigger or similar, and then create a related quote via a workflow.
If you create the quote from the Opportunity, it does in fact automatically relate it to the opportunity and the account. The only thing that would be required is to select the appropriate contact (because an Opp can have more than one contact associated) but it already filters it to only those contacts of the associated account so it makes it super easy.
