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Changelog byAnnounceKit

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Improvement
a week ago

Change the order of Quote items with Drag & Drop

You can now reorder items without changing their names or removing them. This allows you to control the display order of your quotes for easier reading and clearer document generation.

The new order is saved across the platform and reflected in documents like Invoices and Tenders, as long as they are created after reordering.

How it works:

  • Drag-and-drop is available directly in the table view - no need to enter edit mode.
  • Look for the new drag handle column at the beginning of the table.
  • To reorder, click and hold the drag icon, move the item to the desired position, and release when the blue line appears.
  • Sorting and filtering do not block drag-and-drop. However, after a page refresh, default sorting (e.g., by Name) will be restored, except for moved items, which retain their position.
  • You can only reorder items on the same page.
  • Sub-items cannot be moved between different advanced items.

Impact on documents:

  • The new order is reflected in PDF exports and documents (e.g., Invoices and Tenders) only if created after the reordering.
  • If the document was created before the change, it will keep the original item order.

We recommend clearing all sorting and filtering before rearranging items. This ensures your custom order is saved and remains visible after refreshing the page.

⚙️ Permissions: This feature requires access to "Manage Project Quotes" for users. Others will not see the drag column. 

ℹ️ Note: The drag-and-drop action is applied instantly. Changes are not confirmed or logged. Support Team cannot restore item order or provide tracking of who moved what and when.