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[Quote] [Marketplace] Allow adding Marketplace products to a selected widget in a quote

Feature Request

When using "Add product from Marketplace" within a quote, the imported products are automatically placed into a new widget named after the product category. There is currently no way to add Marketplace products directly into an existing/selected widget (e.g. "One Off Investment").

Request: Allow users to choose which widget to add Marketplace products to, rather than always creating a new category-based widget. Users can currently move products between widgets manually, but this adds unnecessary steps.

Customer: Netcare (NZ)

Reference: Slack thread

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Comments1

  • Kristel Anne Reyes

    Team•

    Nov 10

    Ebit:

    This also happens outside the Marketplace. When we add products through the regular product search or the Advanced option in the quote editor, they also go into a new widget named after the product category.

    We would like to choose where new products land, for example a default product widget in the template or a target widget when adding the product. Our templates have a set structure, and right now we have to drag the new widget into place on every quote.