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Ryanz
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Ryanz on September 25, 2025
Ability to create "master" template that doesn't carry over contact
I would like to be able to create a quote ‘master template’ that pre-fills line items, terms, and settings but starts with no buyers (or add an ‘Exclude parties’ option when cloning). Currently, we have a "Master Quote" that we clone so that it ca read more
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