Auto-attach different quote templates per intake page
complete
L
Len Hayko
Currently, I have to manually switch the quote template after a quote is generated with the default template. It would be beneficial to have a feature that allows each intake page to automatically attach its specific quote template, eliminating the need for manual switching. This would streamline the process and ensure that the correct images and details are presented to the client from the start.
Daniel Rediger
updated the status to
complete
We just released Workflows v2, including the ability to use conditional logic to modify a quote when it's being built.
In this case, you can use conditions like "Quote includes these services" or "Quote is for this event type" and then use different quote templates for each case.
Learn more about conditional branches here: https://docs.flashquotes.com/workflows/conditions