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Product Suggestions
Status Already exists
Categories CRM App
Created by Guest
Created on Aug 14, 2019

Improvement to UX when building a Quote with many lines

When you've got a Quote that already has a large number of lines on it, if you close that record and reopen at another time, to be able to add a new line to the Quote you have to scroll down to the last line added to make use of the quick search for adding lines to quotes (rather than using the Multi Line Order Entry) or you have to select 'Add Exisitng Products' at the top of the lines but this opens the Multi Line Order Entry window, which users may not always want to use.

It would be useful to make some improvements to this to help users when quoting. One suggestion could be to scroll users down to the last line on the Quote so they can quickly add another line to the quote but I'm sure there's other ways we could improve this. 

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