Adding product template a quotation

It would be a useful feature if variant templates could be added to a quotation rather than only the variants themselves. Most of our clients don’t choose a colour when we send out a quote and defining the colour at this stage is confusing.


Perhaps you should then create Opportunity. Create Quotation and Sales Order when you are aware about the exact items client is interested in.

Throughout the sales cycle, system validates that current transaction (say Sales Order) should have same items as in preceding transaction (Quotation).