Question

Multiple Quotes and Projects on 1 opportunity

  • 29 March 2021
  • 4 replies
  • 217 views

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Our customer gets the chance to bid an a variety of projects for a General Contractor.  Since the same salesperson is talking to the GC about all of the quotes we would like to create multiple jobs from the same opportunity.  Has anyone else tried to do this?


4 replies

Did you receive an answer to this question? We are in the setup process and have the same need.

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Stephengorsch,

We had not luck with this particular idea.  But we keep looking for possible solutions.

Userlevel 7
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Any ideas from the rest of the community for @mcoman and @stephengorsch ? Thanks!

Userlevel 7
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I’m looking for possibly the inverse option.  The end user wants multiple people from various departments to each submit a a project quote for their portion of the work (and looking at setting up some type of notification to let them know to prepare the quote).  Then once all the department quotes are submitted, have them combined/merged into one “primary” super quote that summarizes all the department quotes and then if the project is won, have the primary quote create 1 project with all details.

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