Custom Quote Template Beta


Suggested template refinements

I feel the following need to be added to the template editor/creator:


  • Auto suppress address2 if blank/Null
  • Add the ability to add a "Ship To" address module based on a custom object or custom properties on Company Record
  • Ability to insert Contact Full Name as displayed in the associated contact record into the the Printed Name field for quotes requiring a Print Signature
  • Ability to drag/drop/resize boxes
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