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Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotation, and change the email subject and body to reflect this. I wish I had a switch to select one or the other, so I wouldn't have to do this.

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  • Mar 1 2018
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  • Polly Price commented
    2 Mar, 2018 04:01pm

    Hi Graham, 

    At the point of emailing the quote you can select a different email template from the bottom of the page (just next to the paperclip icon). You could create a 'Quotes' template and a 'Proforma' template and switch between two when sending. This should help with the email subject and content in the interim. We will however review the request to select various document versions. 

    Best Regards

    KashFlow Product Team