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Import template on “current” quote

Easily add a group of templates while creating a quote (currently available only in the previous step).

Status: Completed2 comments

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Comments2

  • [TEST] Erin Howard

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    Feb 3

    This would be really great. Another related thing that would be amazing would be to be able to export our quotes we’ve already created into the excel format, so if we want to make edits we can do it in the “master” format, then re-upload them. It’s hard that the templates are basically frozen in time and space.

  • jeff gravel

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    Aug 15, 2024

    yes!!! with this it would be easy to have template for each ‘‘room’’ and add them separately. right now I have 3 bathroom and 1 kithen to cote and it would have been a lot faster. to just add multiple template or the same template twice