It would be great if we could select a default line item that is added. My company only has one 'product' and we bucket anything else into a 'miscellaneous' charge when needed. For us to add line items to a deal, we have to go into the line item editor, select that we want to choose a pre-existing product, then select which product of our list of one item... It would be helpful if it either defaulted to that or immediately prompted my team with that option as soon as they hit it from the Deals page.
This is also a feature we would like. We have a standard fee which we add to every deal and have to add manually. The sales group tends to miss this from time to time which results in a lot of post-invoice work.
Are there any updates on this project?
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