Creating a Quote Based On A Case

New to SuiteCRM and absolutely loving what I am seeing so far and hope to learn, develop, and contribute to the community.

I have been asked if there is a way to create a quote based on a Case.

Workflow is
Someone Creates A Ticket/Case
Some of the Cases are billable
User wants to be able to generate a ticket based on a Case #

Is this something that is built in.

If so… How do we do it?

And if not. What is the best way to start looking at customizing the modules.


Not something that is built in but you could create a cases <-> quotes relationship, but you would need to do some customisations in the modules if you needed to post through case numbers for the Quote etc.