Create quotation note on deals with one click

Your deals lack a quick quotation link, so reps copy customer details and stall quote creation. The attached note gives a prefilled quotation link so partners can issue quotes the same day.

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Overview

Reps shouldn't be wasting time copying customer details to generate quotes. Add a pinned, prefilled quotation link to each deal so partners and estimators can produce quotes during calls and close faster, often the same day.