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How can we improve SumoQuote? (Standalone Product)

← SumoQuote

"Save As Template" during estimate creation should NOT save templates at the company level

"Save As Template" should only save for each user with the ability for them to delete it as well, OR, it shouldn't be available for users who aren't admin.

Currently, the "Save As Template" option appears on multiple pages for each of our layouts making it too easy for people to accidently save a template and mess up what we want our employees to be able to access to create accurate estimates.

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Libbie Spielmann shared this idea  ·   ·  Report…  ·  Admin →
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  • Robin Eggen commented  ·   ·  Report

    This is urgent to keep our template correct.

SumoQuote

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