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Patrick Sylvester-Jose

Our sales team has several standardized line item sections / groups that they would like to be able to apply to a single quotation.  However, a quotation can only have 1 template.  If you apply a second template it overwrites the previously applied template.


What they need is:

  1.  Start a new sales 
  2. Add template line items for A.  This applies all of the line items in template A to the quote
  3. Add template line items for B.  This applies all of the line items in template B to quote.
  4. Add template line items for C.  This applies all of the line items in template C to quote.
  5. Etc...

At this point the quote would consist of all of the line items from A, B, and C.


Does anyone know of an existing module for that?

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Patrick Lukusa (klp)
Best Answer

You could try create a single master template that has all the line items and separate them using sections.
Once the master template is selected on a quotation, salespeople will only have to remove the sections that are not needed. This will remove the sections and their related lines altogether.

Video https://www.awesomescreenshot.com/video/50857459?key=a1622e7f2f89134da0750ef2f7ff2905

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