Multiple Quotation Formats
planned
MJay Interior
We offer painting services, and clients often request quotes for both interior and exterior painting, each requiring specific details. However, our current quoting system has only one format. It would be more convenient for me to have the flexibility of choosing from pre-saved formats for different types of quotations. Unfortunately, such an option is currently unavailable, making it challenging for me to streamline the process.
C
Cyrille Gosset
Same need here. I need to use 3 different quotation formats for different product/service categories (different sales conditions, different way to detail content ...). I wish we can select from a couple of saved customized templates for each new quote created.
Vaidik from Refrens
planned
Vaidik from Refrens
Hi MJay Interior: multiple document templates is something we're working on. You'll be able to configure and save these templates (including custom columns, custom fields and formulae). This is definitely on the roadmap and will update you on the progress here.
MJay Interior
Vaidik from RefrensAny Update? Still awaiting this feature!