Could you rename the "Re-quote" button to "New case with client"
The current button is quite misleading. A requote should rerun the existing case as the client to reapply rules and rating, effectively keeping the same case number.
The current requote button just runs through a new quote with the existing client and populated fields. This means that when you change client details on a requote, the original client is also updated which shouldn’t happen on a requote.
“Re-quote” should be a separate button - I assume this would be a feature request?
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