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QUOTE Templates
- Live
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C |
Cody Hutfelter |
We have multiple quotes that are used frequently. We currently have to try and search the quote to find, in order to copy it to another customer. It would be best to keep a select quotes, say 5 or 10 on file that are templates. Just a click-a-way.
Activity Newest / Oldest
Michael Balfoort
Great point Cody, we figured a work around, simply created a category of quote called Templates, that defaults billed to our own company and is locked and not editable. We simply copy the quote, change the bill to and away we go. One thing however that would be helpful to allow the Body of the Quote saved in the Quote Templates option.
Mike Schudel
Status changed to: Live
Mike Schudel
We added Quote Templates as a feature into ServiceBox a few months ago. Contact support@jobboxsoft.com to get some information on this.