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Branding - Add DOCX merge fields for the organisation's Phone Number and Email Address

DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates

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Andrew Syme shared this idea  ·   ·  Report…  ·  Admin →
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  • Eric Tsang commented  ·   ·  Report

    We would like to have some additional fields so we can work easier
    For example we can add the info of user (eg full name and email) who create the transaction (eg quotation) into the quotation template

    so the end user can contact the right person and easier for tracing

    also suggest to provide few custom fields for us

  • Kelly Steinbach commented  ·   ·  Report

    Currently you can only add the ContactPhoneNumber into the invoice template. Have an option to add both the contact number and the mobile number. Also have an option to add the additional email addresses to the template.