I have 3 quote templates. Each of our customers needs to have 1 of the 3 quote templates as a default template when customer is selected in the quote screen. Currently, I do not have the option to select default template from the customer screen. Is there a way to make that happen?
The only current option is to select the template from the drop down menu in the quote screen. I would like the right template to pop up instead when customer is selected.
Thanks!
Mike