We’re really proud of this new option and we’re sure it will save you a lot of time. It’s now possible to create templates for both quotes and invoices. These can include settings such as custom logos, header/footer text and tax rate settings as well as individual line items. So now you can make templates for your main customers, common projects or different tax regions and no longer have to enter all of the details each time.
Setting up and using these templates is as easy as the process for creating a new quote or invoice but we’ve made a couple of short guides to get you started:
Tags: invoices, proworkflow, Quotes, Templates, updates
About The Author:
Richard Poole - User Support - ProActive Software / ProWorkflow
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