An editable Estimate/Quote template
L
Lee Featherby
I don't know why you have estimate templates, you cant do anything with the template except inserting standard information and the only way you can use it is to actually go into templates, then estimates, then click on the ellipse as then "Use template". If you go into Estimates and then "+New Estimate" there, it uses the standard one anyway. This is something I've not said about GHL before, but that is just ridiculous.(Most of your stuff verges on brilliantly thought out).
So, please let me edit the template, including determining which columns are in the product table (I don't want to use Qty & price, just sub total) and let me use custom fields. For example, we have a custom field called "Scope of Work" which we used to put on our quotes, but I cant do that now. And, when I do an estimate, let me choose which template to use. Basically give me flexibility like you have in Documents and Contracts.
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