Hi Sugar Clubbers, I have created a BPM with an approval flow to be triggered when a quote is Closed Accepted. A user then checks the quote for a signature and make sure all the values are correct before a user is allowed to place orders. Unfortunately…

Every year, we create a renewal quote for customers. When customers accept a quote (denoted by changing the quote stage), we'd like to use BPM to create a copy of the quote (and the quote line items) for next year. Unfortunately, BPM only lets you create…