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Changing the customer for a quote after saving

Once a quote has been drawn up, is it possible to change the customer? I have a customer who manages several companies. First of all, I draw up an estimate by taking one of his companies at random. And when the quote is validated, I have no way of changing the company.





Modification de client pour un devis en cours

Lorsqu'un devis a été établi, serait-il possible de changer de client ? En effet, j'ai un client qui gère plusieurs sociétés. dans un premier temps, je fais un devis en prenant une de ses sociétés au hasard. Et quand le devis est validé, je n'ai pas moyen de changer la société.

  • Guest
  • Feb 5 2025
  • Open to voting
  • May 26, 2025

    Admin response

    Thank you for your idea.

    We have translated it to English and it is now public in the portal so all users can vote and comment.

    Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.

    We encourage you to keep sharing and voting ideas so we can make Sage Active better together.

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