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Enhanced product, edition, and SKU search

Major Upgrade

Product search now supports searching by product name, edition name, or SKU. Agents can directly select a specific product edition from search results, eliminating the need to manually edit product configurations after adding to a quote. This change streamlines the quoting workflow and reduces configuration errors for agents building complex quotes.

This feature is specifically designed for sales agents and reseller roles who are building quotes.

Key highlights

  • Workflow efficiency: Applies to the quote creation and product selection stages to reduce manual steps.
  • Smart suggestions: Powered by a new suggest API to provide faster, more accurate search results.
  • Direct selection: Agents can pick a specific product edition immediately from the search results, bypassing post-addition editing.

UI enhancements

  • Expanded search bar: Now accepts and recognizes product names, specific edition names, or SKUs.
  • Visual recognition: Search results now display matching editions with clear highlights for easier identification.
  • Organized view: Utilizes an accordion per product to neatly display and manage multiple available editions in one view.

📝 Note: This feature is limited to quote creation and product selection workflows.


Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request it.

Setting enablement

No setting enablement is required.

Documentation

Documentation will be updated with the release.

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