What about add “Quotes Templates” as a new option in ‘Quotes’?
For companies which offer services, most of quotes are a result of many items. Option ‘duplicate’ from one customer to another can be use to cover this requeriment, but having the template option will be a ‘cleaner’ way to make fast quotes from a pre-built one.
I think shouldn’t be difficult to add as most of the features are alredy there.
agreed, I would love this as I need two different types of quotes, one for a customer and one for a company
When I said “Templates” I’m not meaning about style, but about a bunch of items grouped together. Let me put an example. I’m a web developer and usually provide services to companies. It’s gonna be easier if I can make a template including:
It’s just an example, but could make easier to do some quotations, specially for the ones who provide services.
So it’s the same like you copy a quote but without the client and you can choose it on the quote create form:
Right?
Yeah, that’s right!
I have more ideas to improve quotes, but step by step… 