Move an order back to a quote

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Marlie Heberling

We have clients who approve their quote and convert it to an order and then change their minds and want to wait. It would be nice to move them back to being a quote so that it's clear that it's still pending.

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    Tom Vann (d)

    As a DecoPro, I have heard this request from several users. Unfortunately, they often do not vote on Feature Requests

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  • DecoNetwork Team
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    Cristofer Cruz

    These duplicate requests were merged into this post:

    Convert an Order Back to a Quote
    (yes there is another post but its from 5 years ago...)

    It would be extremely useful to have the ability to convert an order back into a quote.

    Yesterday, I accidentally clicked New Order instead of New Quote. The quote was quite substantial and took over 20 minutes to enter. Once I had finished, I realised it had been created as an order, which meant I couldn't send it for customer approval as a quote.

    Adding a "Convert Order to Quote" option would:

    • Prevent users from being locked into an order if it has been created by mistake.
    • Save valuable time and reduce frustration.
    • Improve workflow flexibility when an order is created before customer approval has been obtained.
    • Allow users to convert an order back into a quote if a customer requests changes, making it easy to send a revised quote and obtain a second approval before proceeding.

    Having the ability to convert between quotes and orders would be a simple but highly valuable improvement to the platform.

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