Set default quote template by team or user - feature request
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!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.