Hi everyone,
I’m looking for a way to streamline the process of creating proposal.
Currently, I have to enter each product and its quantity manually, which is quite time-consuming.
Is there a way to upload or import a list of products with their quantities directly into a proposal?
Any guidance or tips would be greatly appreciated!
Thanks in advance for your help.
Best regards,
You can clone a proposal?
To give you a better idea, let’s say I have 100 products to add to a proposal.
I want to be able to do this as quickly as possible without having to add each product one by one.
Make a template proposal that you clone all the time.
Make several template proposals if you have different?
OR, make something that uses the API and/or n8n
I will read everything and try to understand how it works. I’ll get back to you if I have any questions.
Thank you very much for the tip.