We send our maintenance opportunities with optional services listed. When a client approves the contract and selects optional services, we want the optional services to be invoiced per service, different than the maintenance opportunity that is invoiced monthly.
There should be a way to make this happen without resetting the opportunity to bidding and losing the customer's signature (it’s not ideal to download it and then reattach after “winning” it.).
Is this something Aspire is working on?