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Different Estimate Templates

Could we possible have different Estimate Templates and be able to select which Template to use (like say from a dropdown list) while filling an estimate form?

This will be super handy for different types of customers(one for commercial custs and one for residential custs for example).

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Shai shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Dan commented  ·   ·  Flag as inappropriate

    Having multiple options for any template would be great. We use estimates in QB for tracking loaners with a template that is slightly different than our normal estimate. We also generate packing slips in QB from the invoice. Having the ability to do this would be very beneficial.

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