Easier way to add line items between other line items
Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again and eventually you get to where you are going. Then imagine having to do that 5 more times because you needed 5 more lines in a section near the top. Now a quote that should have taken 30min to build takes 2 hours. Also, why aren't sections drag-able? I mean when you drag a section, shouldn't all the items below get moved with it too? What if you wanted to reorder sections and sub items?. On a 50 item quote this would take forever.
Sorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!
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Gary Floyd commented
Another software handles this by having the ability to assign the line item while it is in the quote to a section. They also have a section title and separate description box.
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Bryan Rider commented
Absolutely need this! Next to a line item, there should be a + symbol to add another line below. Would make things way easier to add a line, especially on the mobile app.
A similar way to add a section easier would be helpful too, but adding a line item would be used more often.