J
Johan A Marte
This would be great
N
Nathan Brady
This would be awesome to have!! A highly needed feature!
Morgan Pace
Checking in on this, ETA?
K
Keith Hedgespeth
Any update on the ETA of this feature?
N
Nicholas Reimer
Keith Hedgespeth: I second this question. Any update on this feature?
Kirk Chisholm
planned
Kirk Chisholm
Merged in a post:
Create Proposal Templates that cannot be edited
W
Wade Mosier
Would like to be able to have company set templates for packages / proposals that cannot be modified by anyone other than managers, they can only be cloned.
Kirk Chisholm
Merged in a post:
Keep proposal template at the top
T
Travis Watanabe
I was to be able to designate a proposal as a template and have it appear at the top of the proposal page (or other designated area)
Kirk Chisholm
Merged in a post:
Add a proposal status category called "Template"
Justin Zalaznik
We create generic proposals for things that we use over and over again. We call them "Templates." Ex: 5.1 Surround Sound Setup. If there was a category in the Proposal Status area (drop down) called "templates" we could quickly find them.
Kirk Chisholm
Merged in a post:
Room Templates
M
Matt Baty
I think it would be awesome if we could save a room as a room template. This way for wiring (for example) 75% of the parts and labor can be added instantly.
Kirk Chisholm
Merged in a post:
Templates Category
B
Brad Gellman
I have created several "templates" in Proposals. Would be great if Templates could be saved and searched for as a sub category of Proposals. Would also be great if Templates could be locked so that they cannot be altered (I.e. delete a line item from template) by mistake. As a user, you would have to either clone a Template, or copy and paste a Section or an individual line Item(s) to use then Template. Make sense?
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