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Can Project Tasks Names populate the Quote?

edited Nov 28, 2019 12:25PM in Accounting / ERP 1 comment

After creating a project, we need to send the Project Task list to the customer as part of the quote.

I have a poor work-around: created a Project Task search, filter by Project and export, then copy & paste into the description of the quote.

I would prefer to have a way to include a customize Project Task list in the quote or at least as part of the email used to send the quote to the customer.

Thanks,
Terry

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