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Categories Opportunities & Quotes
Created by Guest
Created on Jun 25, 2024

RELATED IDEAS

Ability to Set Default Naming Convention for Quotes

We would love to be able to set the deafalt proposal name structure i.e

[Client address] - [Quote name] - [Date] - [Version]

So the proposal would be e.g

Smith Street, 123 - CCTV Upgrade - 26 Jun 2024 - V1

At the moment we have to edit it manually for every proposal

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