Item sorting
in progress
A
Ashley Sharp
It would be great to be able to sort items in the order I enter them or at least be able to re-arrange the order from the quote instead of the preview. I do not want them alphabetized. Also, in the preview where we can currently re-arrange items, it would be helpful to have the items broken down per room rather than one massive list of everything on the proposal. The way they're currently listed doesn't make any sense for how it's laid out in the proposal per room.
S
Sigil Solutions
Summary line item sorting would also be very helpful for sales presentations and overall review from any stakeholder.
As of today there are no options to sort the order besides arbitrary order of phases, locations or systems from what we can see. It looks out of order and haphazard in our case sorting by phases.
Thanks for looking into items sorting and please consider looking into Summary sorting too!
Kimberly Craven
B
Brian Jameson
Please also include this for packages as well. If we show package contents the order is important. It's tedious to reset the order each time.
Kimberly Craven
in progress
This feature is currently targeted for Q1 2024 development.
T
Tommy Jordan
Agreed. I noticed you can rearrange them on the final quote, but you can't during the design phase when you're working with the quote. For me on our last complicated quote I had to print it off myself, and go through items to be sure everything was accounted for. It would be much easier (and flow better for us) to be able to sort things.
I know a list is a list is a list, but having the option to sort related items together in the quoting side would make it much better for our work flow!
L
Lanza AV
Hallelujah. So important to the sales presentation process. Helps clients understand the systems.
L
Lowell Kaps
This would be very helpful
P
Perry Blackman
I absolutely agree. Please add sorting within the proposal, just like you can move rooms around easily. Thanks in advance.