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.
Scott Scheur
shared this idea
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Brooke Laizure commented
Please fix asap.
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Diego C. commented
badly needed
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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.
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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
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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.
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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!!!
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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.