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Categories CRM App
Created by Guest
Created on May 16, 2024

Option to hide big red 'Convert to Quote' button

We don't want people to convert opportunities into quotes as we want all opportunities to have separate and multiple quotes - please can there be an option to hide the convert to quote button because once you press it, you can't have multiple quotes on one opportunity. no matter how many times i have told people, they keep on pressing the button because it stands out and makes you want to press it :-)

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  • Guest
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    Jun 14, 2024

    great to see this fixed in v122

  • Guest
    Reply
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    May 29, 2024

    and also have the ability to disable the 'Use Simple Quote' button as this breaks the workflow in the same way.
    We revise quotes so we can revert to a previous option by duplicating the quote, revising the items and cancelling the original and there is no way to do this if the opportunity and quote is the same item