Allow users to save display configurations (templates or presets) to easily generate different versions of reports and submissions. Currently, users must manually reconfigure settings (headers, price display, notes, contact information, terms, etc.) every time they need a different version for the same project (for example, a full version for internal use and a simplified version with quantities for the client). This feature would eliminate the need to repeat the selection process with every export.
Please authenticate to join the conversation.
Planned
Evalumo
29 days ago

Louis-Philippe Tremblay
Get notified by email when there are changes.
Planned
Evalumo
29 days ago

Louis-Philippe Tremblay
Get notified by email when there are changes.