Update templates when Products & Services change
Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.
It would be nice if the templates pulled from current cost/pricing.
Brooke Laizure commented
Please fix asap.
Diego C. commented
Garett Gray commented
100% agreed on this rebuilding templates takes a ton of time. And this should be a thing just to open a template and press reprice on it. Maybe not automatic but a way to trigger it when we need it.
Scott Scheur commented
We use a lot of estimate Templates with products already typed in. Same with material orders.
As it stands, if we update a price under "Products", it does NOT update the price on the template.
It would be great if the templates refreshed and grabbed the updated pricing from the Product itself
Taylor Inman commented
It would be FANTASTIC if templates updated when you change a product or service. It's so frustrating to have to delete and recreate templates when product descriptions or pricing changes.
Diana Ivers commented
I strongly agree with this request. We have a lot of templates created and when we get a price change from our vendors and change it in the item list in settings it doesn't update the templates! This is a huge time suck for my staff to have to go back through every template and manually update all of the pricing!!!
John Esh commented
I really wish that, when I update pricing or descriptions on a particular product, the product would be updated on all my estimate templates. Currently, I have to go into each template, after I have updated the product, and re-select the product to update it on the template.