Not too long ago we released the ability to have multiple invoice templates, which allows you the freedom to set the default template used on a per-customer basis, as well as alter the template used for one-off invoices. A lot of users absolutely loved this feature, and asked us to extend this to estimates and tickets as well. So, we went off and built just that!
You’ll see that just like with invoices, you can now set a custom name per-template, as well as assign a global default. On the customer record, you’ll see new options to set your default estimate and ticket template, in conjunction with your default invoice template and terms. Lastly, on estimates themselves, you’ll now be able to set the estimate template post-creation if you want to.
So, that’s our new update to estimate and ticket templates, available starting later today.
To learn more about using templates within Syncro, check out our Templates Help Center article.
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Cheers,
The Syncro Team
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