Add multiple products to a proposal

Hi everyone,

I’m looking for a way to streamline the process of creating proposal.
Currently, I have to enter each product and its quantity manually, which is quite time-consuming.

Is there a way to upload or import a list of products with their quantities directly into a proposal?

Any guidance or tips would be greatly appreciated!

Thanks in advance for your help.

Best regards,

You can clone a proposal?

To give you a better idea, let’s say I have 100 products to add to a proposal.
I want to be able to do this as quickly as possible without having to add each product one by one.

Make a template proposal that you clone all the time.

Make several template proposals if you have different?

OR, make something that uses the API and/or n8n

I will read everything and try to understand how it works. I’ll get back to you if I have any questions.

Thank you very much for the tip.