Hello EspoCRM community!
our business process in EspoCRM is as following:
Project --> Quote --> Sales Order
Steps and further information:
1. Creating a project (custom entity)
2. Adding a quote to a related project (quote n:1 project) and send it to customer
3. If customer accepts quote, a sales order would be created. A previous quote is necessary. There is also a relation to project (salesorder n:1 project)
Is there a way to inherit the project automatically from quote to sales order, if i create a salesorder from the quote view? Like the same way the Customer is inherited in this case?
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Thank you very much for your replies!
our business process in EspoCRM is as following:
Project --> Quote --> Sales Order
Steps and further information:
1. Creating a project (custom entity)
2. Adding a quote to a related project (quote n:1 project) and send it to customer
3. If customer accepts quote, a sales order would be created. A previous quote is necessary. There is also a relation to project (salesorder n:1 project)
Is there a way to inherit the project automatically from quote to sales order, if i create a salesorder from the quote view? Like the same way the Customer is inherited in this case?
Thank you very much for your replies!
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