Max Demos: Folders on Quotes

Rebekah
10 months agoJuly 28, 2021
Ermagerd this is amazing and a much needed update that will make quoting and running jobs with multiple phases/stages so much clearer!

Looking forward to more product updates to come.

Cheers
Edit to my original comment
10 months agoJuly 30, 2021
Seemed to good to be true...

Although this is excellent in terms of managing the different business disciplines on the one project in a Job - there is no functionality within custom print templates to take advantage of displaying the grouped-by-folder tasks under their folder headings.
I have spent hours putting together custom print templates with our branding, Ts&Cs and even signatures and figuring a work-around in the very limited quote fields provided on the Quote form to be able to create a customised quote that contains all the information we want so we don't have to export to Word and manipulate in that.

Please add the folder grouping functionality to custom print templates.

Thanks
Jo Bellis
10 months agoAugust 3, 2021
Hi Rebekah, thanks for your comments.  Sorry to hear your frustrations about the custom print template options.  The good news is that this will be available from tomorrow - with 2 sample quote templates to get you started (one as a summary and one with tasks and costs details under the folder) and the support documentation with the additional fields we've added.  If you have any questions please reach out to CX from within WFM under the ? menu and we'll be happy help.
Laurence
10 months agoJuly 28, 2021
I need this now! I've been editing milestones manually like some kind of animal!

Any idea what the timetable is for global rollout?
Jo Bellis
10 months agoAugust 3, 2021
Hi Laurence, we've rolled this out to 100% of users as of today!  You should see this option in your new quotes or draft (ie, still editable) quotes.
Adam
10 months agoAugust 10, 2021
Hello, im trying to edit (add and remove or adjust) line items in a folder scenario so that we can re use custom folders but vary each job description.
Katrina
9 months agoAugust 19, 2021
How do I get rid of this feature?
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