Hi,
Ive noticed when converting a quote to a subscription, line item ordering on subscription & generated invoice changes. Is there a way to preserve ordering of the line items from quote>subscription invoice?
Hi Nick, If the invoice has to look a certain way for the client, our app DocuGen builds the invoice inside HubSpot from the deal’s line items, using your own Word template, and saves the PDF to the deal. The free plan covers 400 documents a month with no watermark.