Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Add the possibility to add a default price template to a project template

In the same way we today can add default task templates and invoice setup templates to a project template, it would be a good feature to also be able to add a default sales price template for the project template.

  • David Embretsen
  • Mar 1 2022
Business Impact

Businesses that creates many projects and are using sales price templates are today required to first create the project and then afterwards open the project and add the prices that should be used, either through get template or manually. Having the possibility to add the sales price templates in the creation process of the project through the templates would save time and reduce risk of having wrong or no prices on created projects.

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