could we implement transfer deal to order?

0

Zelphar Yang
Added about 5 years ago

I think this design would be like:
we got opportunity.
when it win.
we can transfer it into order.
when it is done. we can create invoice from order.

Dimitar Chervenakov almost 5 years

Hi. By now there is no way to convert a won deal to order.

Thank you very much for your suggestion! I will forward it to our Product Development team. We will keep it in mind during future versions' development. We always implement our customer's requests if they are not too complicated and could be useful for multiple customers.

We can develop such a custom feature, especially for you.

If you are interested, I will connect you with the project manager, with whom you will discuss technical requirements.

After collecting the specification, she will prepare the time and budget estimation. Based on the scope of the project, she will be able to provide you with a timeline of such custom feature development. In this case, please contact and mention what is the custom development feature about.

when it is done. we can create invoice from order.

This feature is already existing. Please check the following screenshot reference ---> http://joxi.ru/Q2KyVaNILjQnEr.jpg

Answers (2)

1

Dimitar Chervenakov
Added almost 5 years ago

Hi. By now there is no way to convert a won deal to order.

Thank you very much for your suggestion! I will forward it to our Product Development team. We will keep it in mind during future versions' development. We always implement our customer's requests if they are not too complicated and could be useful for multiple customers.

We can develop such a custom feature, especially for you.

If you are interested, I will connect you with the project manager, with whom you will discuss technical requirements.

After collecting the specification, she will prepare the time and budget estimation. Based on the scope of the project, she will be able to provide you with a timeline of such custom feature development. In this case, please contact and mention what is the custom development feature about.

when it is done. we can create invoice from order.

This feature is already existing. Please check the following screenshot reference ---> http://joxi.ru/Q2KyVaNILjQnEr.jpg

-1

ashraf alzyoud
Added over 1 year ago

This very important and basically function
It's from order u create deals
I hope u added related and create deals from order
Or custom field in deals kind order

    (1-2/2)