Would be great to be able to copy items from one proposal to another, especially when using custom items.
under review
P
Paula Wygonik
Will help with custom products for sure but would also help when we have prices and done all of the clean up on other items as well .often we get asked to merge products from multiple proposals into a final draft and it would be great not to have to reprice clean them lol to match the original version they saw
Jessica Lavoy
updated the status to
under review
Thank you for the feedback!
The ability to create and manage custom products is now actively being worked on by the Syncore Team.
And the ability to add copy products from one proposal to another proposal is being reviewed. And we think managing custom products will help solve this feedback item.
We'll share updates here as they become available.
J
John Michael Colman
Jessica Lavoy, this would be great!
Also, how custom products transfer to and from Quotes and Sales Orders is just as important, if not more, because of the frequency of use after the initial sign off/approval of the custom product. Basically, if we are trying to use work we've already spent time putting into Syncore, a lot of the time it's for a quote or sales order, which in many cases is where the custom products will be reused over and over on different quotes and sales orders, without going back to the proposal stage.