Create a template in Estimates and Orders

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Joined: Sun Nov 17, 2019 10:27 am
Website: apwt.partyworldbrainerd.com

Create a template in Estimates and Orders

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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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Re: Create a template in Estimates and Orders

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Thanks for the suggestion!

This feature is now available as you can see in this screenshot:
invoice-loaditems.png
Please contact Support for instructions to set this up.

INVOICE_PRELOAD
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