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Feature Request: Enable Item Tracking in Deals for Quotation Generation #580

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me1go opened this issue Feb 5, 2025 · 0 comments
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@me1go
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me1go commented Feb 5, 2025

Currently, Frappe CRM allows quotations to be created from deals via a button that integrates with ERPNext, which is great for streamlining the sales process. However, there's no way to track related items within a deal that can be automatically included when generating a quotation.

In ERPNext's inbuilt CRM, the Opportunity doctype already supports item tracking, making quotation creation seamless. Having a similar feature for Deals would improve workflow efficiency by reducing manual entry or the need for custom scripts.

Proposed Enhancement:
Item Tracking in Deals: Ability to add and manage related items within the Deal doctype.
Auto-Population in Quotations: Ensure these items are automatically included when generating a quotation from a deal.
This would bring Deals more in line with the Opportunities workflow and make Frappe CRM even more efficient. I'd be happy to contribute if needed!

Looking forward to your thoughts.

Related to - #502 #346

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