Instead of needing to remember which quote template to use and select it manually from a dropdown every time I create a new quote, I’d like the option to set a default quote template (to be auto-selected when creating new invoices).
Even better might be the ability to set this default selected template by user, team, or globally for the organization.
+1 for this, I’m working on bringing in some of our service techs and the ability for a default template by team (in our case, region, which changes things like tax and company numbers) would be much appreciated!
Adding in my support of this! Would be great to be able to control assets per team.
This is very much needed!
Much Needed! would make it easier for our teams!
I have a client who has multiple quote templates for each country and brand. They would love to assign quote templates to users and teams and hide all other templates.
We’d love this feature to be introduced!
I need this feature too for my tema! Quoting feels clunckly without this simple default.