Gathering Feedback

"Add as Subitems to Deal" action from Products & Services board

Description:

  • Current limitation: Users must add products to deals one-by-one through the subitems column picker when viewing a deal item

  • Requested feature: Ability to select multiple items on the Products & Services board and bulk-add them as subitems to a selected deal

  • Proposed workflow:

    1. Navigate to Products & Services board

    2. Select multiple products using checkboxes

    3. Access bulk action menu (right-click or top action bar)

    4. Choose "Add to Deal as Subitems"

    5. Select target deal from picker

    6. All selected products are added as subitems in one action

Business value:

  • Significantly speeds up quote/proposal creation

  • Reduces repetitive clicking when building deals with multiple products

  • Improves sales team efficiency

  • Mirrors natural workflow (browse catalog → select items → add to order)

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