Create invoice templates
complete
S
Sales & Marketing
complete
This is now available in Labs - https://ideas.gohighlevel.com/changelog/create-invoice-templates-for-consistency-and-automation-available-in-labs
S
Sales & Marketing
in progress
J
John Kelley
100%. Proposals are completely useless without a template that I can easily make for each proposal/agreement I send out. We will have to continue to pay pandadoc for this functionality, as we completely brand our proposals, which would take hours to do for each proposal. Definitely need a template option!
S
Sales & Marketing
Merged in a post:
Customise invoice templates
P
Peter Macgill
It would be good if we could create an invoice template that can be selected in the payments settings to automatically use the template and import the product data into the invoice.
The current invoice looks terrible and the logo is limited in size. We have to manually add descriptions for each invoice so it would be good if there was a field in the products tab when we create a product to be able to have itemised description that auto populates in the invoice when it is created.
A lot of work needed on the invoice!
M
Mathew Koenig
Agreed