Different templates for different sales

[Shivs]

Hi, I hoping someone can help me please (haven't seen this answer on the forum yet).

We offer a design service - I have set-up different lists for our different services (eg. brochure design, logo design etc) but am looking to see if I can set up a different template for each version.

Eg: a 4-page brochure template which has pre-filled lists (the various items that go into that brochure) - that way instead of making a new estimate and choosing the different drop-down list options each time for a repeat quote, I can just choose the correct template (hope I am making myself clear!).

Does anyone have any advice for me please?

Thank you!

[LauraD]

There are a couple of things that come to mind -

Create a group item which includes the components of the sale.

or

Create a sales order, invoice, or sales receipt (depending on your business flow). .. one for each sale type. Memorize it with a distinct name.

Then, when selling that service, use the memorized transaction. Enter the customer name and edit the details.

Will either of these work for what you are looking for?

Laura D

[Shivs]

Thanks Laura, the memorized transactions sound promising, I will give it a try and let you know how it goes!

Thanks for your assistance, really appreciate it!

[LauraD]

You are very welcome.

Definitely - do post back with your findings!!

Laura D

[Shivs]

hi Linda

That worked perfectly! Just what I was hoping for, quoting is going to become a whole lot easier now

Thanks again and have a great day!

[Shivs]

woops, sorry, Laura !!

[LauraD]

You are very welcome!!

Laura D