Leads & Creating Quotes

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Leads & Creating Quotes

james-2
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Re: Leads & Creating Quotes

Pierre Smits-3
Hi James,

As you will experience in [1] you can create a quote with any party you can
select, as there is (OOTB) no filtering on a role. If you want a different
kind of behaviour some modifications will be required.

[1] https://demo-stable.ofbiz.apache.org/ordermgr/control/EditQuote

Best regards,

Pierre Smits

*Apache Trafodion <https://trafodion.apache.org>, Vice President*
*Apache Directory <https://directory.apache.org>, PMC Member*
Apache Incubator <https://incubator.apache.org>, committer
*Apache OFBiz <https://ofbiz.apache.org>, contributor (without privileges)
since 2008*
Apache Steve <https://steve.apache.org>, committer


On Tue, Dec 11, 2018 at 7:33 PM <[hidden email]> wrote:

> Is it possible to generate a quote with a lead instead of Account?  We
> don't want to create accounts unless the company is actually purchasing
> but we do need to generate quotes.
>
>
> Thanks,
>
>
> James
>