Add products in a quote/order/invoice

Add products in a quote/order/invoice

Hello team,

I would like to propose an idea we would find usefull for a billing/commercial use of the CRM.

In fact, we think that the whole manipulation to add a product in an invoice/quote/order take way too much time for a convinient use. Actually, you have to select every products one by one and then tells the quantity and the price of each of them (even if the price is already written in the product record)...

So, ttoencounter this problem, we have thought of 2 ideas , one should be easy to set up (I think) and an other one.

The first one is simply to let the CRM add the product's price automatically in the invoice/quote/order after we've had it. It's good to let us the opportunity to change it. But because our price generally doesn't change (except with a discount), this function will simplify the way of using the CRM.

The second idea is to show a pop-up window where we can select more than one product at a time when we want to add them. Again, this will be a huge gain of time in some situation.

We hope those demands added in your CRM one day !

Thank you for your consideration.

Peeters M.