K
Keith Hedgespeth
Any update on the ETA of this feature?
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Nicholas Reimer
Keith Hedgespeth: I second this question. Any update on this feature?
Kirk Chisholm
planned
Kirk Chisholm
Kirk Chisholm
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
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?
Kirk Chisholm
Kirk Chisholm
This is a good idea. One we will consider when implementing proposal templates, which we plan to do.
B
Brad Gellman
Bingo! There you have it Kirk. Heading down the right path! Who can I send a CSV Data file export that I think is buggy to look at and review?
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