It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product library with our ERP unfortunately.
Hi all, sorry to have caused any confusion here.
We are hoping to support custom properties in our default line items module soon. It is a highly requested feature so we are trying to prioritize this as soon as possible.
In the meantime, with the launch of customized quote templates, we are providing more flexiblily with default and custom line item properties than there was in the legacy quoting feature. I'll make sure to update this thread once custom properties in the line items module is supported.
Hi all, Tori here, the PM of our Quotes team. I’m excited to announce that custom product and default line item properties are now supported in our new Customized Quote Template tool.
Users can add default line item properties and custom personalization tokens to rich text modules in a customized quote template. In the line item table module, users can adjust which default properties are shown, we are hoping to support custom properties in the line items module soon.
To learn more about Customized Quote Templates, click here.
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