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Pelectric's avatar
Pelectric
Contributor 2
6 months ago
Solved

PLEASE add a kit function

Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a ...
  • jade's avatar
    4 months ago

    Thank you everyone for the feedback here, this has been submitted to our Product Development team! 

    Markheiks​ I appreciate the context given, if you require your team to add in the details of each line item but want to limit what the client can see in terms of pricing etc. I do recommend changing your Client Document settings. 

    If you have any questions or more feedback on this, please give our Success Team a call - 888-721-1115 ext 1.