Save a Quote as a template.
I know you can create templates for quotes however I am unable to create a quote for a customer and save it as a template. Many of our quotes require many of the same products/services, it would save a lot of time and prevent forgotten items by using a template with company specific required items all ready populated.
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For example we quote gutter jobs a lot, we need gutter, gutter add-ons, down spouts, elbows, custom color option, hanger type, etc. These are pretty common and there is no need to re-enter them each time I create a gutter proposal for a customer. If I do not need an item for a new customer the item can easily be removed from the new quote. Hope that makes sense.
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