Select a quote under an opportunity to use for the value/set value manually
We have had feedback from a customer that it would be useful if you could select a quote to use for the value instead of having it be the sum of all quotes under an opportunity
We havent done exactly this, but in the latest release you can now set a toggle to turn off the automatic calculation of opportunity value - some customers want the sum of all quotes, some want a given quote, and some want just some products on a quote (because others might be optional or alternatives). So, to allow for all of these and maximium flexibilty you can either leave the value to be automated (which will update it to the sum of quotes values) or toggle it to be manual and then set it to whatever more appropriate value you want.
For more details, please refer to the release notes: https://docs.prospect365.com/en/articles/9110104-release-notes-v118
We havent done exactly this, but in the latest release you can now set a toggle to turn off the automatic calculation of opportunity value - some customers want the sum of all quotes, some want a given quote, and some want just some products on a quote (because others might be optional or alternatives). So, to allow for all of these and maximium flexibilty you can either leave the value to be automated (which will update it to the sum of quotes values) or toggle it to be manual and then set it to whatever more appropriate value you want.