We often receive requests for pricing, and record them as quotes, sometimes in draft phase as we finalise requirements and prices.
I need to create tasks and assign to another user, for example, a salesperson, so that they can follow up the request to completion. I can easily assign the quote to another user. However, there is no way to record an action and date required against that action.
Creating a task or lead is not a suitable action as it does not allow me to create a quote from there,
What I require is the ability to create a quote, then create a task with an action and dates against the task, linked to the quote.
(I used quote as an example, but this can be useful with any doc type)