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Choosing a specific estimate form based on opportunity class??

edited Dec 3, 2019 11:51AM in SuiteCloud / Customization 1 comment

Hi-

We know about linked forms...

However, we have the following issue:

We sell two product lines, and at the lead stage we don't know which product line the customer will want... We have a single opportunity form for both product lines. The issue is--

The estimate forms are different per product line--
Is there some way we could can we give our reps a button or popup box to create either an estimate for product line A or product line B on the opportunity form?



(after the estimate-- all sales orders/invoices etc. are set up using linked forms, the issue is really the simple branching into one product line or another)

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