Ideas for Acumatica

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Project Quote should automatically load estimate tab information when a Project templates is created

I think everyone who uses project quotes would like this feature.

We have project templates setup so that the tasks, revenue budget, and cost budget are automatically loaded and the end- user need only enter quantity on each line of the budget tabs.

I want the salesman to have the same simple process...just enter the quantities.

When you select the project template on the project quote form it only loads the tasks...it should be able to combine the revenue budget and the cost budget and pre-load the Estimation tab

  • Don Carl
  • Mar 24 2020
  • Future consideration
  • Attach files
  • Tammy Snyder commented
    26 Mar 13:02

    I just had a client cancel their training this morning (3/26) and are potentially cancelling their subscription because the system does not fill in the Estimation tab from the Template. By not filling in, they feel they are going backwards in efficiency and it will be too complicated for several of their sales staff.