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Quote, Invoice, PO Templates

Feature Requests

Hoping that we can have a tab that gives us access to either create or edit our existing PO, Quote and Invoice Templates vs having to access them through the actual PO, Quote or Invoice. It's very hard to read and format the entire text bc the box is so small. It would be great to be able to see it in a full screen window. In addition to it would be great to be able to edit the templates without having to save new ones. It gets very confusing.

Posted by Elana Mendelson ·
2 comments

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Comments2

  • Stephanie Alger

    •

    Sep 17, 2024

    would be a lifesaver to be able to NOT have to re-type detailed quotes that are routinely quoted, the details that go into remodeling a kitchen or a bathroom with each line item having to be re-typed every time you need to repeat a quote across client project folders. would be amazing to be able to set up these detailed quotes that you can simply add to each new client and maybe tweak some verbiage per client.

    • Elana Mendelson

      •

      Sep 17, 2024

      YES!!! And, to pull all the details from the invoice into the PO so that we don’t have to retype any of that info, either.