Our organization is wanting to generate and send quotes to customers based on when their contracts are nearing expiration instead of using the typical invoice functionality. I was able to add the a sub-grid for the quote in my Contract form as well as create a 1:N relationship between the Contract and Quote to pull in some of the basic information upon quote creation. However, I'm struggling to find any way to get the contract line items to populate in the quote products. Any ideas on this?
↧