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Is there a way to create a quote from a lead?

  • 24 February 2023
  • 5 replies
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I have a customer who would like to be able to create a quote from a lead.

Could this be done with a workflow change?

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Best answer by jinin 24 February 2023, 18:34

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J
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Hi @donnadeskins55 

We don’t have option to create quote from Lead.

But we can convert the lead to Opportunity and from opportunity, we can create quote.

 

Jini N
Kandy Beatty
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Hi @donnadeskins55 

Along with what @jinin  stated, you could customize to add the Create Quote to the Lead screen. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
manikantad18
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Hi @donnadeskins55 

I have a customer who would like to be able to create a quote from a lead.

Could this be done with a workflow change?- To create a quote in Acumatica , opportunity is required. 

Please follow the steps 

  1. Create a lead
  2. convert lead to Opportunity
  3. Create quote from opportunity.

or Create a quote type of Sales order for quick quote for those people who don't use sales opportunities.

Thanks 

Acumatica Functional Consultant
jbuddecke71
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I agree with all the answers above and will add that it would be tough to go directly from a lead to quote because leads don’t have details/items and the lead may or may not have a business account. There are usually steps that need to be taken by users to get from lead to quote, and that could be built into a workflow with task assignments and notifications.

 

Jeb Buddecke
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Thank you for the responses.

They are already converting leads to opportunities to create the quote. They were looking for a shortcut.

I think we will try putting the CREATE QUOTE action on the Leads screen in the workflow.

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