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Opportunities to contract

New Member
Posts: 3
Country: United States

Opportunities to contract

is there anyway in act to provide the info you place inside of the opportunites section (quotes on goods and services) and have them print out in a contract.  It seems like i am missing something here.  i place the info in the opportunity section and then when the contact agrees to move from being a prospect to a customer, i have to retype all the info into the contract from the opportunity section.  there must be an easier way...

 

thanks in advance,

 

dano

Moderator
Posts: 4,395
Country: USA

Re: Opportunities to contract

Unfortunatly there isn't an option for this.


Please submit a feature request to be considered in a future version - Share Your Ideas

Copper Contributor
Posts: 121
Country: United States

Re: Opportunities to contract

I suggested this sometime ago.