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Quote Templates (Services)

Posted

HI,

Is there a way to change the quote template for service quotes to add the period field.

When creating the quote, you end up with services, and the period (monthly, yearly, other).  But when you print the quote, the "Period" filed is not printed.  So, if you have a mix of items (Monthly and Yearly) there is no way of knowing in the quote.

Gary

Featured Replies

  • Staff

Hi Gary,

Please send us the suggested template and then we will try to recreate it and upload it to your PSA instance.

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