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  • Fonté Thomas

    Hi Jovoanda! I don't know if this would be helpful to you but I have all of my information under Templates > Invoices.  I create an invoice each each of the items or resorts I sell frequently so that all I have to do is click on the invoice I need, add any additional information that's needed and I'm done. Hope that helps! 

  • Jovoanda Reed

    Thank you so much! I tried doing that but when creating proposal those saved templates does not show. Can you maybe screenshot that process to me.


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