Reload Opportunity Data
I'd love to be able to load updated opportunity data into a statement of work after the template has been created.
Currently the pricing information only comes over the first time you link an opportunity. Sometimes we have change pricing or quote items after the customer has reviewed the initial statement of work. When this happens we have to recreate the entire SoW from the beginning.
It would be an incredible improvement in our workflow if there was a way to load updated pricing information into an existing SoW and resend it.
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