templates in repository
To be able to use Base more efficiently in my organisastion it would be nice to have predefined offer templates available from the repsitory.
When I have enough information about the needs of potential customer and the customer wants me to give them an offer I would save a lot of time if I could not just ad a deal to that contact but also open a template (which I have prepared myself in advance) for where all the standard information is merged from the information i Base. Such as company name, adresse, contact person etc. This would save me maybe 5-10% of the time spent on writing offer letters.