Save Multiple Report Presets (Display Templates)

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.

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Upvoters
Status

Planned

Board

Evalumo

Date

29 days ago

Author

Louis-Philippe Tremblay

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