I also vote for this feature.
I either need to be able to choose which form I want when saving to disk, or I would prefer having fields on the invoice form that are either "appear on quote only" or "appear on invoices only". Or alternatively to be able to customise quotes and invoice forms individually.
I do not ever do quotes, always estimates, so I do not want the word "quote" to appear anywhere on an estimate I send out. I also don't want bank details on estimates, instead I prefer a "thankyou for considering us for your project....." The PO number field on the estimate is also unnecessary.
I tried using two different PDF creators, and increased the resolution in the settings but they still did not achieve what I consider to be of an acceptable quality. Our clients don't care how we reconcile our accounts or process payroll, but they do judge us on the presentation of our quotes / estimates / invoices - and I judge companies I contract on the presentation of theirs.
From what I have read there are plenty of users applying time consuming work-arounds to be able to do somehting that should be simple. Improving the efficiency and presentation of user forms should definitely be a priority.
Related Content
- 4 months ago
- 12 months ago
- 2 years ago
- 2 years ago