Creating a flow to pre populate quote lines

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Posted on by Dale Tiley

Hi Guys;

Im really hoping that someone can assist me here.

I would like to create a flow that I can trigger from the quote products subgrid that will pre populate various products.

I need this as we prepare allot of quotes daily and all of them use the same products so I would like to eliminate having to add the products each time?

Thanks in advance

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Chris McCoy on at

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Creating a flow to pre populate quote lines

You can use a template approach to achieve this. You can raise the quote and then save it as a template to recall the next time you require that set of parts.