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Thread: How to Setup multiple quote templates , per customer

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    Hi Kevin
    Thanks for taking the time to respond.
    After quote is accepted - I go straight to Invoice , do some minor changes / updates. I normally select "delete quote" .
    My issue is that for 1x Customer , I have Multiple variations of the quote. i.e with or without extra services.
    I want to quickly identify therefore - which quote is most appropriate now - and then modify very little on the new quote
    i.e - maybe saving the quote as "with 4x services -- or with 3x services" etc
    Last edited by Dave A; 15-Dec-23 at 01:23 PM.

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