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Delivered in Winter 15
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Quotes to Sales Order conversion

Opportunities & Quotes

With the imminent arrival of Quotes please continue the progress around improving the whole Opp Product/Product/Price Books/Asset feature set. Similar to http://ideas.salesforce.com/article/show/10095991/Create_quote__Convert_to_order__Create_assets_when_converted. Please merge at your discretion. My Idea here is a Convert to Sales Order button on the Quote once the Quote has been accepted. This way through the use of Status one can track that Quote to "SO Sent", "PO Received", "Invoiced" and "Payment Received", or something similar. The need is for all the relevant Quote information, including Line items, to Convert over to the Sales Order.

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Latest Comment from Salesforce

  • Tony Perisin - 4 years ago

    The Generate Orders Summer '14 Pilot is now open!

    Summer '14 Release Note:
    http://docs.releasenotes.salesforce.com/en-us/summer14/release-notes/rn_sales_generate_orders.htm

    Contact your salesforce rep to be nominated for this pilot.

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