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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

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[CMP]_Discount

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Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

It would be nice if you could also manage quote settings in a Quote template. So that you can save certain settings in a Quote template by default. So that you can manage your settings per template. Now you have to set the quote settings centrally via the admin page. And implement all deviations per quote.Jira: <a href="https://salesbuildr.atlassian.net/browse/TN-3187">TN-3187</a>

Manage Quote settings in Quote templates

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Salesbuildr

Manage Quote settings in Quote templates

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