a year ago
Quote Templates
Different quote templates can be used by users during quote creation. When a user creates a quote in Archdesk, and quote templates are available, users can choose a template which will be used for quote creation (also during import).
When a template is selected, all data from the template is applied (eg. section list, section custom inputs, items).
When a quote that has been created from a template is duplicated, the relation to the template is also applied to the newly created quote.