Is this possible to have a ticket be automatically created and associated with a quote when a quote is accepted?
Accepting quote automatically create ticket
F1forPotato changed the title to Accepting quote automatically create ticket .
Hey!
Potentially as a button maybe, otherwise with automatic then there's a bigger piece about when should that ticket be automatically created, with people wanting different conditions etc.
You could potentially also use the custom notifications to do this, quote acceptance will trigger scripts in xcustom with customAction('quote_accept', $quote_id);
What is your use case here, and how important is it to you?
As a side note: You're probably aware but incase you aren't, we recently added the ability to send email notifs when quoted are accepted/declined.
wrongecho Say I create a quote to replace some computers for a business. I send that quote to the customer and they accept it and send payment. As it stands, I have to go to the quote, accept the quote, then go back to the client, create a ticket, and then manually add the invoice to the ticket. It's a lot of steps for something that I am going to do almost every single time I accept a quote.
I agree the button is a good idea, it doesn't need to always include a ticket, like if I were just selling a part and doing no labor. But I would say less than 1% of my invoices are not associated with a ticket.
F1forPotato Makes sense! To get a better feel for the flow, how is the customer initially asking for the computer replacement, email or ticket?
I'm trying to figure out if it's nicer if the process is driven primarily from the ticket (e.g. create a ticket first > create quote button on the ticket > quote and invoice are automatically linked to the ticket).
wrongecho Typically, I create tickets myself. I do like the idea of a "quote" button next to the "invoice" button within an existing ticket! If the quote is marked declined, it could mark the ticket as non-billable
F1forPotato I think this is probably a smoother workflow!