Create a template in Estimates and Orders

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Kelli3828
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Create a template in Estimates and Orders

Post by Kelli3828 »

A template that could automatically pop up everyting someone went in to create an estimate and/or an order would be wonderful! In my situation, I would know that every estimate/order would always include that specific product, every single time!
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Dave
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Re: Create a template in Estimates and Orders

Post by Dave »

Thanks for the suggestion!

This feature is now available as you can see in this screenshot:
invoice-loaditems.png
invoice-loaditems.png (17.49 KiB) Viewed 1151 times
Please contact Support for instructions to set this up.

INVOICE_PRELOAD
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