Quote pricing update / "refresh" button
In the current economic climate, we regularly have price increases. These will be updated in the price product pricing sections.
We will then often have to update the pricing on existing quotes. There is currently no nice way of doing this other than to re-do the whole quote or add new lines for each line item. It would be very useful to have some way to “refresh” the pricing to the new pricing or some other functionality to achieve the same outcome.
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2 comments
This is typical business scenario, but surely a quote should have a validity period after which it is void. Then you need to offer a new quote, at the new pricing?
Hey Nicolas, yes you're correct but typically only the price needs to change on the quote and all other info can remain the same (products, quantities, comments, discounts etc). Currently, the pricing doesn't seem to update when you update the price list so you have to manually recreate the quote again simply to apply the new / current pricing.
I'd be very happy to hear if there's an easy workaround that i'm missing…
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