Aug 1, 2024
Template quotes and invoices
Create groups of products for invoices and quotes, so you can move more quickly. It's one click to convert a Quote to an Invoice.
A templated group of products
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.
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