Highlights

• Define a group of products in Settings → Finance → Invoices & quotes
• Choose to apply a template when creating a Quote, or creating an Invoice
• Once sent, you can convert a Quote to an Invoice with one click. Quotes don’t need to be signed to be converted to an invoice.

How to use this template

Define a group of products

You can define new products under Settings → Finance → Price lists

A templated group of products

Apply the template

Do this from Quotes, Invoices page

Apply template

The products get applied to your template

Apply template

Flip them to an invoice

Click “Convert to Invoice” on the Quote

Apply template