Product Suggestions
The CRM currently allows users to add existing products to a quote however there are quite a few business models where products need to be generated on the fly. Having the capability for products to be created as part of the quoting process from the CRM would be highly beneficial.
It might also be useful to just create them directly in the CRM outside the quoting process
An updated has been released to allow users to create new products while quoting in the CRM. When an order is confirmed for a product that was created in the CRM, the product will get created in the Accounts/ERP system based on template products.
This feature is supported by all our out-of-the-box integrations (Unleashed, Xero, Exchequer, Access Dimensions, Sage 50 and Pegasus Opera).
We will be rolling out this update to customers over the next few weeks.
