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Change formatting of quotes/orders/invoicing.


John Taylor
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Would someone from Pulseway please weigh in on this? I think it is safe to assume from the silence that it is not possible for us to change the forms, but this is a real show stopper to making full use of the product, and it would be good to know if this is something that is being worked on right now, on a road map, or not even on the radar.

Even if we can't get template editing quickly, how about a redesign of the existing documents? I don't mean any offence, but the present sales order is just not something that we can put in front of our clients. 

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  • 2 weeks later...
  • Staff

Hi All,

Unfortunately, you can not edit invoice/quote/order templates, but if you will send us the suggested templates, then we will recreate them and upload on your PSA instance.

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