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Sorting and moving quoted products on quote generation

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Posted on by AL-14052218-0

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Hi everyone,

Our company likes to generate quotes sorting from most expensive to least based on Price Per Unit. In Sales Professional, there is no option to move product lines up and down anymore, let alone sorting from highest to lowest. We are running version 9.2

Open to any suggestions, as of right now we are adding items individually based on prices. This method is pretty annoying and inefficient especially when you make mistakes.

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AL-14052218-0 2 on at

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Sorting and moving quoted products on quote generation

Thanks for the help! I'll look into form designing and see if there is an option.
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Dengliang Li Microsoft Employee on at

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Sorting and moving quoted products on quote generation

Hi,

I am using the Sales Hub app.

Do you mean the sorting of product items in the product subgrid in quote?

You can enable sorting for this subgrid in the form designer of the quote entity.

Best Regards,
Dengliang Li

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