Is there a way to assign a specific Quotation Template to a specific customer? I need a way to have Customer A have their specific template we created for them and take away the option for the selection in order entry.
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Hi Scott, I've the same interest. How did you solved your issue?
We would like to create lot's of customer specific templates, avoiding additional work with failures we would like to assign templates to a customer, like you.
kind regards
Christian