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Re: Summarize Quote Line Items By Rate plan

As far as I know, neither TableFilter.GroupBy or Nested Tables are supported in quote templates yet, in the way they are for invoice templates.

This should be a priority for any future release! Our customers often want a similar structure on quotes as on invoices, but this makes it impossible if using nested tables in the invoice template...

Cheers,

Andrew

Partner

Re: Summarize Quote Line Items By Rate plan

Customers who need summarized quotes are being advised to lookat third party apps like Conga Composer to create customer facing quotes in a summarized format.

 

-S

Sean Ralph CPA CA
Support SME

Re: Summarize Quote Line Items By Rate plan

Hi @sralph, unfotunately , TableFilter.GroupBy is not supported by Quote Template at this point.

 

Thank you

Doyeli






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