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How can we improve the financials?

More customizable Templates

I would like to be able to build a static template for our site visits that would populate from JN. I would like to be able to format it similar to the estimate form (with the different text boxes), but I can't manipulate all those areas and when I try to build a 'Document Template, there is no way to create those text boxes like the ones in the estimate template. it's frustrating because it's a simple word feature under the Developer tab, but I have to pay some other app to be able to do it here in JN. I have the form created in word, is there a way to enable it in JN?

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Julie Jones shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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