Reorder products within rooms
planned
Kimberly Craven
Merged in a post:
Arranging items
N
Nick Mahen
When we want to organize line items in the proposal designer view we are unable to move the items around only place we can do it is when we do Client preview mode, is there any possible way we can do it in designer view it will help our company a lot to do a project management and have items stackable according to the phases
J
Jesse Glowinsky
Perhaps have a "view option" in the quote called "My Custom Order" View.
This is the default viewing format in which you have the flexibility of moving your items up and down within rooms.
Kimberly Craven
planned
We have added the ability to re-order items on the quote to our roadmap!
M
Mason Bortz
Kimberly Craven: I thought this was complete?
Kimberly Craven
Mason Bortz: Hi Mason! Yes, the ability to reorder items within the proposal has been completed as of release 45, but you currently do not have the ability to reorder items in the quote. With this said, I changed the status of this request back to planned because I saw that people who commented on this request wanted to be able to reorder items within the quote as well.
M
Mason Bortz
Kimberly Craven: Ahhh, yes that would be nice
K
Kevin Yin
complete
This request was added in Release 45.
Rank order products to ensure they appear where you want them in every location or system.
Drag and drop items to highlight the most important products in your proposals.
Sort by name, price, or rank and then fine tune by dragging into the perfect position; the possibilities are endless!
E
Eli Johnson
Kevin Yin: Can we do this during design of the quote, as well? If I forget an item (ethernet patch cable, for example) and then go back to add it into my quote, I'd like to be able to select the order of where it "nests" (especially accessories). Thanks!
K
Kevin Yin
Eli Johnson: Accessories will always nest and move with their parent product. From there you can then drag the accessory to the desired location within the parent product if desired.
E
Eli Johnson
Kevin Yin: I see that we can make these edits during the "preview proposal", but is this possible to do this during the "design" phase?
For example, move the Samsung Frame TV above the AppleTV. Then within the Frame TV (accessories), freely rearrange the accessories to have the order, Frame Bezel, One Connect Cable, CAT6 Cable, RJ45 Connectors.
Thanks for your support!
T
Timothy Siler
We need to be able to drag and drop or move up the item where we want. Not based on price or anything other option. As soon as this item is available we will switch from our current Proposal Software
Nick - D-Tools Cloud PM
P
Perry Blackman
Absolutely!
Nick - D-Tools Cloud PM
C
Chad Weuve
This is a must!
Nick - D-Tools Cloud PM
planned
Moving this back to planned as you can reorder products within rooms in the proposal, but we have a better user experience planed for doing so from a quote
M
Michael Ponticello
Nick - D-Tools Cloud PM: Thank you! We really need this. Proposals look really messy currently because we're unable to place related items or services together without making multiple locations / sublocations, etc. Even doing that isn't granular enough for official looking proposals.
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