Multipe Estimate templates

Gilles Van Handenhove's Avatar

Gilles Van Handenhove

21 Feb, 2013 10:47 AM


I created an a new template (called 'prod_estimate'), which i'd like to use for estimates, yet I don't find how to add it to the Template drop-down in the estimate edit screen.

Thanks for your guidance

  1. Support Staff 1 Posted by Seth B on 21 Feb, 2013 04:08 PM

    Seth B's Avatar

    Hi Gilles,

    You need to name the template html_estimate_something instead of prod_estimate to get it to show up in that template drop down on the Estimate screen. I'd suggest naming it html_estimate_prod ...

    The "html_estimate_" bit is what tells our system that it's an Estimate template, and what places it in the dropdown.

    - seth //

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