Does anyone have any ways they have built packages into their product library? I’m trying to figure out how we can group products into a package so that our reps can just add the package and have all those line items appear. These packages will also have the option of add ons, which I know I can create separate line items form, but want to be able to have multiple products in one package.
Hi @LNitti ,
Unfortunately there is currently no “package” feature and no way to add line items currently without code.
I have built a solution for one client where we used a custom coded workflow action to apply additional line items to a deal where one line item was applied, so this would be possible using that approach. Custom coded workflow actions require OperationsHub professional or higher.
@LNitti we’ve done similar by creating a “folder” property for the product and then grouping them together on the deal when one item from the folder is added using custom coded actions. As @trevordjones you would need Ops Hub Pro to do this.
@Jnix284 you created a folder property that was on the deal record? And then when one was selected from that folder, it selected all the other options in that folder as separate line items?
Hi @LNitti the folder property was actually a Product property, that’s how we grouped them together.
There is no way to trigger additional line items to be added to a deal/quote based on an initial product selection without a custom coded solution which could be based on the folder property.