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Quote To Opportunity Line Sync

Status: Unverified

Plative Quote to Opportunity Line Sync allows sales reps to easily sync up opportunity line items and line details from a linked quote, to keep sales forecast accurate and up-to-date.

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Description

Keep That Forecast Updated

You create multiple quotes/estimates for customers or make changes as you negotiate, soon your original opportunity is completely outdated and your forecast is inaccurate. Why not keep your latest quote in sync with it’s original Opportunity with a simple click?

This app is free and can be shared with your NetSuite account on request.

Key Benefits

Keep your originating Opportunity record line items in sync with your latest and greatest Quote

Increase the accuracy of your NetSuite forecast by keeping your Opportunities current to customer discussions

Remove the tedious task of manually updating your originating Opportunities

Simple and Elegant Solution

Small footprint on your NetSuite system, no unnecessary overhead.

Configurable parameters so no need to go into the code

FEATURES

Keep Your Opportunities Up-to-Date

Sync your line items and line item details from your Quote record to it's originating Opportunity

Remove the need to manually update

With a simple check and save the line items on your Quote will update the originating Opportunity

Simple and Strong

No additional implementation needed, install, inform your staff, and go!