I'm creating a Service Agreement that will generate a word template with the Client details and line item pricing but can't add a quote to the Service Agreement.
I would ideally like to create quote templates that I can add to each Service Agreements that then are updated with the appropriate hours of service to be included.
So Quote A has 3 line items with set prices; Quote B has 4 line items with set prices; Quote C has 5 line items with set prices. All quotes have variable hours depending on the clients requirements.
The Service Agreement is then sent to the client, signed and returned before bookings can be created for the service delivery.
In the Service Agreement Assessment section there is a section for Contracts and Quotes but no means to add or select a Quote or a Contract.
Is there something I'm missing, do I need to link something else?
Thanks,
Dave







