Does anyone know if it's possible to select a price book once for a quote. And then when you select products, it will pull pricing from the price book?
Right now, for each product I select, I have to click the price book icon, and then select the price book.
If i'm generating 10 quotes a day with 10 line items, that's a lot of clicks!
I wish I can click select the price book at the beginning and then just add products from there.
I know you can do the Zoho Book integration, but it doesn't have a very good approval process.
Jimmy