Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-2149 Terms and conditions as default attachments - Conditions générales en pièce jointe.

Be able to select pre-installed attachments (documents) to Quotes/Invoices Merged

When sending a quote we also attach extensive Terms and Conditions, more than is suitable for the T&C's box in the template. Currently, we are able to drag&drop the document into the quote, but we have to do this for every quote.

It would be useful if we could just upload the T&C's (or different versions for different types of quotes) and then select to add them as an option within the quote itself.

  • Guest
  • Jun 28 2023
  • One For The Future