Whilst we love the fact that we can quote in Factory and then hit 'Submit as Sales Order', we would love to see the Quote remain in the system for historical purposes attached to the new Sales Order, rather than replaced by the Sales Order.
This would mean the Quote wouldn't be issued a sequential Order # but instead given it's own unique Quote #. Then when it becomes an order, all of the quoted information is attached (perhaps in a separate tab) on the newly created Sales Order so it can be referred back to in the future.
We understand we could use the Collaborate Tab and attach a pdf version of the quote, but we can't use global search to look for the quote number or any other details on the quote if it's a pdf under collaborate.
We also note the details on a quote (or budget estimate) are significantly different to the information included on the invoice so the historical data of the quote is essentially lost.
Thanks!