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Southern
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Member since ‎Jun 8, 2020
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Shaun Lees

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jmclaren on February 11, 2021
Printing quotes that use the custom quote templates
I've seen questions about how to print custom quotes, or provide a print functionality for custom quotes. You'll actually go to the quote in your browser. Then use your browser's print functionality to print the quote. Most browser's support the ke read more
Reply Discussion
2 upvotes
11 Replies
Southern
Participant
November 23, 2021
Hi @jmclaren the print out/format of the pdf is not very good, the page breaks chop into fields and the layout gets all compressed.
Solved
jmclaren on February 10, 2021
What do you think of the custom quotes functionality right now?
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
Reply Discussion Feedback
3 upvotes
72 Replies
Southern
Participant
November 22, 2021
Hello @ethankopit We have just switched over to the custome template per our email correspondance. I have 2 issues that are a problem for us. T...read more
Solved
jmclaren on February 10, 2021
What do you think of the custom quotes functionality right now?
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
Reply Discussion Feedback
3 upvotes
72 Replies
Southern
Participant
November 22, 2021
Hello @ethankopit We have just switched over to the custome template per our email correspondance. I have 2 issues that are a problem for us. T...read more
AlexHodgson on April 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
Reply Idea Products & Quotes
147 upvotes
63 Replies
Southern
Participant
June 08, 2020
We would love to be able to set up quote templates for common quoates and also the ability to clone and modify from existing quotes. Thanks
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