Todd Brotzman

This error is occurring when the Title of the Opportunity associated with a Quote has a 'less than' (<) in it (e.g. Opportunity Title = 'Opportunity for sale - customer with < 100 employees').

It does not matter if the Quote title has a 'less than' (<) symbol, only if the opportunity linked (source) to the quote has it.

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.

One would expect that when using suggestions and choose a Substitute, that it would actually substitute the product already listed with the quote (for substitution). Else, at least highlight the products in question (that may be in the grid together) so end-user knows they are substitutions to one another and to delete one of them.

Since the form seems fairly rigid (not customizable), it only seems geared toward quick edit of qty/discount. The problem is that the product name length is too limited.

Suggestion - Why not offer a 'simple view' toggle, so that one could just review the selected products, qty, discount and amount (drop off space for base amount, suggestions, properties, etc.).

This could be used for quick review (so one can actually see the name of the product) and clean up (such as to delete).

OR, instead of having everything cramped into one line, list the Product Name, Properties, Price Per Unit as one line, then in a second line (tabbed over), show the Qty, Discount, Extended amount, etc.

The main issue is that the Product Name length is way too short.

Alternatively, just make the grid properties (on the form) allow for expanding to use more horizontal space, providing preference to the account name to extend longer).