Discussions
Re-Quoting an Estimate (and Preserving ALL the Data)?
Does NetSuite have a way (whether natively, via turning on a Feature, or via a SuiteBundle/SuiteApp/Module) to re-quote an estimate and preserve ALL the data?
We are a custom job shop and oftentimes we will re-quote a job months or sometimes even a year after the initial estimate was given to the customer. In these cases we don't want to modify the existing, original estimate, but want to make a complete clone of it and then use the new estimate as our "requote".
(By "complete clone", I mean everything: body-level data, items, communication records, and files.)
Can this be done?