Revising Opportunities and Quotes that have already been Closed

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Posted on by DonaW

As a system admin, I'm trying to figure out the best way to do this. Currently, the only way I have figured how to do this is to reopen the opportunity, delete the products under the quote, then delete the quote and generate a new quote, activate it and win it. However, this also changes the quote number which is what I want to avoid. I've tried using Online Excel and the Level Up extension, but both just produced other issues that I couldn't fix.

1. Is it possible to do this with out changing the current quote #?

2. If not, is there at least an easier way to change the $ amounts?

Categories:

Quotes / Orders / Invoices

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DonaW on at

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Revising Opportunities and Quotes that have already been Closed

This is awesome, thank you. It worked great. I know I'm asking a lot and this is probably not doable, but is there a way to do this without having to open the flow and copy the URL each time?
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Dengliang Li Microsoft Employee on at

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Revising Opportunities and Quotes that have already been Closed

Hi,

You can update closed quotes to draft status in Power Automate Flow.

In my test, I selected a closed quote record.

The flow is shown below.

In the test result the quote went back to draft status and the ID did not change.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li