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May 24, 2017 at 02:49 PM

Quote Template Line Items

62 Views Last edit Aug 23, 2017 at 09:16 PM 2 rev

Is there a way to group line items by Product Category or at least Type?

Example: using out of the box Quote Template

(both items are in "Consulting" Product Category and "Services" Type)
Product, Qty, Unit Price, Amount
Senior Consultant, 10, 200, 2000
Junior Consultant 10, 150, 1500
Desired outcome:
Product Category, Amount
Consulting, 3500 or
Services, 3500