Missing a unified "Line Item Editor" for multi-product quotes #21708
Facecloth4523
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Ideas
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This was marked as closed planned for in roadmap. But I cannot see it in the roadmap. Is there an expected timeline or some info? |
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IMHO, you don't need as part of the platform core. I've build and invoice app with invoice line items editor just by creating a custom component, just do the same with the quote. I'd do something like a quote app, or just add custom tab with line item editor. You can do pretty much whatever interface you need and with AI, you can fairly safely vibe-code it. Just make good enough skills, that would respect permissions etc. |
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The Use Case:
I sell a product with 20 distinct services that can be packaged individually (Invoicing, Payment, Automations). A single Opportunity usually includes multiple services, and I need to set a custom, itemized price for each service within that deal.
The problem:
The UI flow is a nightmare for fast sales. Because it lacks a unified "Line Item Editor" or CPQ grid, I have to create a new item for each Service for every single opportunity.
I seriously don't have the energy to describe the current flow, it's just so stupid and not even possible to work with as it is currently.
The Ideal Flow:
Open an Opportunity, select multiple services at once, punch in the custom itemized price for each on a single screen, and hit save once.
My Question:
I'm I missing something here to achieve a single-screen line item editor? If not, you should get on top of it immediately.
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