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Mr_B

Quote profiles

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Good morning,

Hoping someone can have an answer on this one.

We do various quotes via sage, however we have some set profiles which are time consuming to enter each time we do a quote for a different customer.

By a profile, I mean a set list of products. Sometimes this can be about 30 odd products.

Is there any way we can make a list of items saved in various profile names, and simply load them up into a quote for a customer, and it adjust prices accordingly? Even if it's just importing it from Excel.  

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  • +1
    verified answer

    You'll probably need a developer to create a bespoke option to do this because there isnt an option to do this via Quotes.  The Sales Order itself has Repeat Order Templates, which will save a template of an order to reuse as and when, though that is for the "next step on".  The only other option I can think of (as a workaround) us using Copy Quote when raising a new one, and selecting a Quote to copy that has similar items on.  But thats just a workaround.

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  • +1
    verified answer

    You'll probably need a developer to create a bespoke option to do this because there isnt an option to do this via Quotes.  The Sales Order itself has Repeat Order Templates, which will save a template of an order to reuse as and when, though that is for the "next step on".  The only other option I can think of (as a workaround) us using Copy Quote when raising a new one, and selecting a Quote to copy that has similar items on.  But thats just a workaround.

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