[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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nzryanc
QuoteWerks Aficionado

New Zealand
51 Posts

Posted - 10/10/2016 :  18:07:49  Show Profile
Is there a way, so that when we create a new quote, there are products already listed with some headings by default?

I know you can use templates too but we want all new quotes to open with some default headings/prodcuts from our Connectwise DB.

(maybe there is a way to open a template by default instead of a new blank quote?)

MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 10/10/2016 :  18:14:21  Show Profile  Visit MattPrestige's Homepage
There isn't a way that, just, clicking on the new icon will open a templated quote.

- You can hit the small drop-down next to the new icon, which will give a list of recently used templates.
- You can remove the New icon and replace it with a customised File > New, which will open your template (this is probably cleanest)
- You can get QW to open to a chosen template

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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nzryanc
QuoteWerks Aficionado

New Zealand
51 Posts

Posted - 10/13/2016 :  01:15:53  Show Profile
Thanks,

That works well.
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