v19 - Looking for module that allows multiple templates on quotation

Question

Our sales team has several standardized line item sections / groups that they would like to be able to apply to a single quotation.  However, a quotation can only have 1 template.  If you apply a second template it overwrites the previously applied template.

What they need is:
Start a new sales  Add template line items for A.  This applies all of the line items in template A to the quote Add template line items for B.  This applies all of the line items in template B to quote. Add template line

Patrick Lukusa (klp) · Accepted Answer

You could try create a single master template that has all the line items and separate them using sections.
Once the master template is selected on a quotation, salespeople will only have to remove the sections that are not needed. This will remove the sections and their related lines altogether.
Video  https://www.awesomescreenshot.com/video/50857459?key=a1622e7f2f89134da0750ef2f7ff2905 [1]

[1] https://www.awesomescreenshot.com/video/50857459?key=a1622e7f2f89134da0750ef2f7ff2905

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