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Invoice or quote TEMPLATE

Feature Requests

hi i am constantly doing quote/invoice for my window treatment, wallpaper etc. and it would be great to have a set template for these so that i dont have to start from the beginning every time. since they all have the same format.

Posted by Nicole Hurd ·
3 comments

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Comments3

  • Canee Schmidt

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    May 19

    Would love this. Line Item Templates within each invoice would be fantastic - I have the recreate the same line items in almost all of my invoices.

  • Stacey Todd Absher

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    Apr 8

    Absolutely, I need that as well so I can have my notes already saved and some other standards I like to have in all my invoices.

  • Keely Brewer

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    Dec 29, 2025

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    Merged request

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    1 vote

    Invoice Templates

    I’d like to have a way to save a template for invoices. Example, drapery: fabric, workroom, check measure, installation, rod, rings. Bathrooms, all the items. This would help when bidding.