JobBOSS | Ideas

Allow Quote report to print quotes with a status of template.

We use template quotes and when we want to send an updated quote from one they will not show up in the lookup when accessing the Quote report from the report dropdown. It seems the template status is filtered out. It will run the quote if you hit the hardcoded quote report button in the module but that will include all line items and often we want only selected line items.

  • Kelly Haynes
  • Jul 25 2023
  • Future Consideration
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