How can I add a subscription from a quote?

Yes, you can. You can add a subscription from a quote with the Do button. This option provides a way to add subscriptions from scratch.

Follow these steps to add a subscription from the Do button in Quotes:

1. Click the Menu icon.
2. Go to the Sales tab.
3. Select the Quotes module.
4. Select and open a quote.
5. In the Summary View, click the Do button on the right-hand side top corner of the screen.
6. Click Add or Create button.
7. Click Subscriptions.
8. Enter all the necessary details.
9. Click Save.

This newly created subscription is linked to the selected quote. It is visible in the Sales Ops widget in the Summary View of the record.

To know more about Subscriptions, click here.