Hi guys. Just a wishlist. Every time I create a quote for a client on Bullet, I always have to open our T&Cs in another Word doc and copy/paste them in to Notes visible to the client section on the estimate.Poor you! I hear you say… but it would be really handy if there was some way to save such t&c’s into all quotes automatically. I’ll leave that with you…thanks. Cormac
You can do that already. Infact you can have different T&C’s for different clients. I created a mock invoice for you here with your company branding and your T&C’s.
If you’d like to know how to create that look at this.
PS – I noticed you haven’t closed off any of your todo’s – do you not find them helpful?