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reopen a closed quote RRS feed

  • Question

  • Is it possible to reopen a quote that is already closed?  We had situation a customer accepted a quote that was an earlier version of the revise.  It would have been easy if we could just reopen that closed quote. 

    Christo Vermeulen

    Monday, February 16, 2015 6:36 AM

Answers

  • I think you can create an on demand workflow to change status from closed to Active

    Regards, Saad

    Monday, February 16, 2015 7:08 AM

All replies

  • You can revise the quote by clicking on revise button. In out of box this functionality is available

    Regards, Saad

    Monday, February 16, 2015 6:45 AM
  • Hi Saad

    I only have a "revise" option when the Quote is active, not for a closed Quote.  Also, it does not make sense to Revise a previously Revised quote.  I just want to set the Quote from Closed back to Active.


    Christo Vermeulen

    Monday, February 16, 2015 6:54 AM
  • I think you can create an on demand workflow to change status from closed to Active

    Regards, Saad

    Monday, February 16, 2015 7:08 AM