We've introduced the ability to select multiple products from the Catalogue when adding them to a Quote.

In the Quote section preview, utilize the 'Add Item' option and choose 'Add Items From Catalogue.' Navigate through the products using filtering and sorting options across various data columns, and select the items you want to include in the quote. This flow consists of two stages:

1. Select stock products and confirm with Next,
2. Update quote item attributes and add items to the Quote. On this screen, the Archdesk already shows Products and Sub-products if they are predefined by Stock formulas. Moreover, when there are custom inputs with the same name and type on Stock Product and on Quote Item, the values are copied from Stock to Quote. The same works for copying quote custom input values to quote item’s inputs.

⚠  If you don’t use Products Catalogue, but you would like to start doing so, please contact Archdesk Support Team.