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Standard Estimates

Submitted by Guest on Fri, 17/06/2011 - 20:54
in

Hi All,

I'm wondering if there is any way to set up 'estimate' templates. Eg: have a standard estimate for dental, basic lump removal, etc. Then apply it to the customer's account and modify if required?

Cheers,

Amanda.

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Re: Standard Estimates

Submitted by tony on Sat, 18/06/2011 - 10:14.

Hi Amanda,

You can utilise standard product templates in estimations as well.  have you used product Templates before ?

Cheers

Tony

Re: Standard Estimates

Submitted by Matt C on Thu, 23/06/2011 - 20:42.

Hi Sandra and Tony,

We use product templates in estimates to do this as Tony suggested. Works well.

Matt C

Re: Standard Estimates

Submitted by fourpaws (not verified) on Fri, 01/07/2011 - 20:22.

Thanks Guys,

 

I had a go with a product template and applied it to an estimate. It works very well.

 

Amanda.

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