Categories for estimate templates and proposal templates

Justinmcintyre1
New Contributor

We need categories on the desktop side for both estimate templates and proposal templates. It's very tough to navigate. Also, it always defaults to showing you inactive templates, this makes no sense. 

2 REPLIES 2

Kyle11
New Contributor II

I would love to be able to use pricebook for commercial job estimates. We are bidding/ordering for hundreds of different materials for when we are in a new construction project. We have a list broken down in pricebook of all the possible materials but we have to individually type in each items on the office side creating estimates off of blueprints. frustrating...

thaggerty
New Contributor III

The inactive templates drive me crazy - especially when I am modifying quite a few to add a note or something.  I'm sure this would be so simple to program to default to show active only.