Quote - Ability to create template in Quote section
Please consider adding templates in your quoting section , this is a simple but extremely helpful and time saving tool to have when quoting , saves huge time and at the end time is money.
The inventory items in the templates need to automatically update with latest prices when utilized.
Really hope you consider this …
11
votes
Sally Woolgar
shared this idea
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Kyle Phillips
commented
I would love to see a section under quotes for templates, which can be quickly used and edited for when a new potential customer is being onboarded