It is a simple request, adding Get Products is a great feature for the Quote, but it would be really nice on the Opportunity form as well.
Additionally, with use of business rules, the user experience of building a quote could start with providing pricing. Building the pricing could be served up through the Opportunity if it had a Get Products function (as is available with Quotes) from a previous sale or configured opportunity with selected products.
Then, if the potential client is satisfied with what is offered, then a Quote is created (which carries over the selected products and totals).
Essentially, having 'Get Products' makes just as much sense on the Opportunity form as it does on the Quote form.
Comments
Yes, this feature would be very helpful!
Category: Account, Contact, Calendar and Activity Management
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.