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How can we improve the financials?

← Financials

More control of editing estimate templates

I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc

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Jason Spicer shared this idea  ·   ·  Report…  ·  Admin →
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  • George Young commented  ·   ·  Report

    We really need full control over the designs of the estimates from margins and columns to number formatting and text formatting. We should be able to use a Word-like editor with shortcodes. It IS almost 2020...

  • Diana Ivers commented  ·   ·  Report

    It would be really help to be able to copy a template instead of having to re-create it from scratch just to be able to alter a 2nd version of it.

Financials: Templates

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