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Create a quote from a sales order

edited Nov 22, 2019 10:24AM in CRM 6 comments

Anyone know if it is possible to create a quote from a sales order?

We entered a long list of items on a new sales order, only to find out that the customer just wanted a quote, and did not want to place an order.  I don't want to have to re-enter all of the items.

Thanks,

Todd

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