GinaPersonal
7 years agoQrew Member
Display Product Options during quote creation
Hi - I'm trying to figure out how I could incorporate "Product Options" into my order process. Currently have a Quote, Order Details and Product table, which is all working fine. Sales can add a product to their quote. However most products have recommended add-on products.
I'd like to display these as options when the Sales Person selects a product with add-ons (similar to how CPQ/Steelbrick shows Product Options).I was thinking of creating Automations with the logic of "If Product A is selected, also add Products XYZ to the quote", however there are too many products to make this a feasible option.
Has anyone out there built something similar or have any recommendations on how to accomplish this?
I'd like to display these as options when the Sales Person selects a product with add-ons (similar to how CPQ/Steelbrick shows Product Options).I was thinking of creating Automations with the logic of "If Product A is selected, also add Products XYZ to the quote", however there are too many products to make this a feasible option.
Has anyone out there built something similar or have any recommendations on how to accomplish this?