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is it possible - and how would be the approach - if I want to add a new Button
"Add Default Products" next to the quote product grid that will add our 4 standard products to a quote on click.
So, Sales people can click on the Button and it will automatically fill in 4 products in the quote.
How would be the best and easiest approach to do something like this?
There are multiple ways of doing it. To decrease complexity and provide flexibility I can recommend following:
1. Create On-Demand Workflow that will do adding of default products. Using OOB Workflows it's not possible so you will have to use custom workflow steps. Luckily my toolkit has what you need - github.com/.../v220.127.116.11
2. If button is "good-to-have" but not required then just instruct your sales managers how to call that ondemand workflow.
3. If you really want the separated button use Smart Buttons to call that workflow - ribbonworkbench.uservoice.com/.../896958-smart-buttons
This - so far - works really well, is there a reason why you did not suggest this kind of approach?
This is because my approach is no-code or low-code. But obviously if you have developer you get more ways to implement what you need.
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