Once a quote has been signed, it becomes completely locked. However, when I duplicate a signed quote, the status of the original quote is automatically changed to “Cancelled,” and I can no longer manually change it back to “Signed and Approved.” We use quote duplication as part of our process for reconciling the quoted amounts against actual costs. Because of this, having the original quote automatically marked as “Cancelled” is misleading and makes it difficult to accurately track the quote’s history and status. Would it be possible to change this behavior so that duplicating a signed quote does not automatically change the original quote’s status to “Cancelled”?

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Upvoters
Status

In Review

Board

💡 Feature Requests

Date

5 days ago

Author

Josephine Gallagher

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