Edit Quote, Order & Invoice Line Items in One Screen - No More Sub-Windows
Sales Product Editor replaces the slow, click-heavy native Dynamics 365 line item entry with a single-screen editable grid. Add multiple products at once, edit prices, quantities, and discounts inline, no sub-window popups, no Price List re-selection on every product. Built for sales reps and finance teams that build complex Quotes, Orders, and Invoices every day.
Sales Product Editor
CRM Sales Product Editor Overview
Sales Product Editor for Microsoft Dynamics 365 fixes one of the most painful workflows in CRM: adding products to Opportunities, Quotes, Orders, and Invoices. Native Dynamics 365 forces sales reps to click 'Add Product', wait for a sub-window, search the Product catalog, select a Price List, fill the line item, save, return to the parent record - and repeat this dance for every single product. For a 20-line quote, that's 100+ clicks and minutes of waiting. Sales Product Editor replaces all of that with a single editable grid where reps add and edit products inline like a spreadsheet.
Beyond the speed gain, Sales Product Editor handles the pain points that drive sales teams crazy: required Price List selection (set it once, applies to all line items), large product catalog filtering (instant search across thousands of products), and inline editing of all standard CRM Product fields. The grid works on Opportunity, Quote, Order, and Invoice entities - the entire sell-side workflow. Custom workflow scripts and validations can be applied for industry-specific automation - automatic Price List logic, up-sell suggestions, discount approval rules. The result: faster quotes, fewer data entry errors, happier sales reps.
Features
Single-Screen Grid Editor
Add and edit product line items in one editable grid - no sub-windows, no popups, no waiting between products. Like Excel inside CRM.
Multiple Products at Once
Add 10, 20, or 50 products in one go. Type, tab, type, tab - same as a spreadsheet. Massive time savings on large quotes.
No Price List Re-Selection
Set the Price List once on the parent record. Sales Product Editor applies it to every line item automatically. No more selecting Price List on every product look-up.
Inline Editing
Edit quantity, price, discount, description, taxes, and any standard CRM Product field directly in the grid. No need to open each line item.
Large Catalog Filtering
Instant search across thousands of products. Type a few characters to filter the catalog. Find the right SKU in seconds, not minutes.
Works on All Sell-Side Entities
Opportunity, Quote, Order, Invoice - the entire sales pipeline. Same grid experience across the workflow.
Custom Workflow Compatible
Apply custom scripts for industry-specific logic: automatic Price List by customer tier, up-sell suggestions, discount approval rules, validation logic.
50-70% Time Savings
Sales reps building 10+ line item quotes save 5-10 minutes per quote. Multiply by hundreds of quotes per month - hours of recovered productivity.
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$700.00
Base per CRM Organization
User
$5.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Sales Product Editor Flyer
1-page overview (PDF)
Sales Product Editor User Guide
Setup & usage guide (PDF)
Download and License
Sales Product Editor Solution
Managed Solution ZIP - Latest version
Sales Product Editor For CRM 2011-2013
Managed Solution ZIP - Legacy
Sales Product Editor For CRM 2013-2015
Managed Solution ZIP - Legacy
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
Bundle Sales Product Editor inside your Dynamics 365 vertical solution - especially for industries with large product catalogs like distribution, manufacturing, technology reseller, food service distribution.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor grid behavior, custom Price List logic, up-sell suggestion engines, discount approval workflows, or industry-specific quote templates.
Explore the right solution to match your business vision
Receive customized pricing that fits your needs
Uncover smarter ways to align and streamline team workflows
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact our sales team
Frequently Asked Questions
Why is native Dynamics 365 line item entry so slow?
Native CRM uses sub-windows for every product addition: click Add Product, wait for popup, search catalog, select Price List, fill line item, save, return. 5-7 clicks per product. For a 20-line quote, that’s 100+ clicks and several minutes of waiting. Sales Product Editor replaces this with a single editable grid.
What entities does Sales Product Editor work on?
All sell-side entities: Opportunity, Quote, Order, and Invoice. The same editable grid experience across your entire sales pipeline.
How much time does it save?
Sales reps building 10+ line item quotes typically save 5-10 minutes per quote. Multiply by 100+ quotes per month and the time savings translate to multiple hours of recovered productivity per rep
Does it handle large product catalogs?
Yes. Instant search and filtering across catalogs with thousands of products. Type a few characters to narrow the list. Much faster than navigating native Dynamics 365 product look-ups.
Can I customize the grid behavior?
Yes. Custom workflow scripts can be applied for industry-specific logic: automatic Price List by customer tier, up-sell suggestion engines, discount approval rules, or any business validation logic.
Does it work with custom CRM fields on Products?
Yes. The editable grid works with all standard CRM Product field types and supports custom fields you’ve added to the Product entity.
Does Sales Product Editor work with Dynamics 365 Online?
Yes. Fully compatible with Dynamics 365 Online, On-Premise, and Power Platform model-driven apps.
Who is Sales Product Editor best for?
Sales reps, sales ops teams, and finance teams that build Quotes, Orders, or Invoices with many line items. Industries with large product catalogs benefit most: distribution, manufacturing, technology resellers, food service, B2B retail.