Quote Field to list Product Links

Hello!

We have a field in our product catalog for a link to download specifications for that product from our cloud storage.

We are wondering if it would be possible to create a field that populates with the spec URL whenever it is added to a quote but at the same time, will not include it twice if the product is used more than once in the quote. In a perfect world, it would be able to provide the product name & spec Url.

So, if we were to have a quote with WIDGET-A, WIDGET A & WIDGET-C, it would populate with WIDGET-A: SPEC URL & WIDGET-C SPEC URL only.

Alternatively, is there a way to include a spec page to the product catalog which could automatically be sent with the DOC MERGE of the quote? I would be fine with uploading all of the spec sheets to Sugar, if they could be automatically added based on the use of that product but not repat if added more than once.

Thanks in advance!

0 André Lopes 3 months ago

Hi Norm Bonenfant recently we implemented something similar for a customer.

We built a custom sugarLogic formula which concatenates related data based on a separator and also based on some filtering criterias. The concatenated data are unique, avoiding duplication.

Let me know if you would like to talk about our solution or, eventually, a custom/specific implementation.

Cheers

André Lopes
Lampada Global

Skype: andre.lampada
0 Norm Bonenfant 3 months ago in reply to André Lopes

Thank you! I will definitely let you know. That could work well!