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Quote Versioning
You can create and compare quote versions from a Quote record.
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You can create versions of a quote on a Quote record.
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You can compare versions of a quote on a Quote record.
Automatic Creation of Opportunities
An Opportunity is automatically generated when you create an Endorsement (Mid-Term Adjustment) quote. The new Opportunity generated has the same name as the Endorsement quote and the Opportunity type is set to Endorsement.
- Create Quote Versions
To generate a new version of a quote, create a version from the Quote record. - Compare Quote Versions
You can compare versions of a quote on a Quote record.
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