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Incorporate Proposal or Invoice into Catalogue.

You can centrally predefine items through the catalogue. Conveniently incorporate already created Proposals and Invoices into the catalogue to reuse the items at any time.

Under Settings > "Services" > "Catalogue", a new dropdown is offered via the button. Select the desired document through "From Proposal" or "From Invoice" to save all items of the desired document as a catalogue entry.

Subsequently, you can reuse the items directly in a new Proposal or Invoice by selecting and inserting the entry from the catalogue.

Angebot oder Rechnung in Katalog übernehmen(English image not yet available)

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