I am only trying to apply a custom PDF to a quote. I realize changing all the language of “Quotes” to “Estimate” through invoiceplane is very custom, I did this for myself.
What I have found is that you can only use 1 pdf template, even though you can make as many as you want and invoiceplane can see them. To change pdf template you literally have to set it to the “default template” for PDFs in settings.
If there is a default setting, shouldn’t there be the ability to use a non default?
My use case is that I am a tradesman, so I have varying types of “customers”. I have: contractors, householders and builders.
Other contractors (people that do the same tra2de as myself) will verbally agree on a pay rate with me, there is usually a local “going rate” for a days work, and i can invoice them without needing to do a quote or estimate.
Householders will use me as a principal contractor because they want me to do them a driveway, shed slab, house slab etc. For householders I will create a job price “Estimate” which shows the householder the costs they should expect to incur doing the proposed work that can be realistically predicted. If they like to operate using this system with me, they purchase materials directly and ssve taxes etc compared to if i supplied the materials. They also get to see what they are paying for the materials in the job.
Builders (and some householders) want me to give them a “Quote”. A quote is a fixed price agreement and usually they want me to supply the materials. Because of the added risk for me, it means i need to allow a higher margin of profit. I also do not want to show these customers how much i pay for the materials or what i charge for the labour. They just see a total cost figure, but optionally i want to be able to show a breakdown of what is supplied in the job (but not show the prices for them)
I can use custom templates to achieve all this, in fact i already made the custom template yesterday. There just isnt a way to apply custom templates from what i can see, besides changing what the default pdf template is.