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TildysCookies

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    TildysCookies reacted to josephmichaellv in Ask a Squarespace Product Manager: Managing Clients with Invoices, Contracts, and Proposals   
    Hi! I'm excited about learning about these features within Squarespace and hope to be able to cut out some of my other services to streamline everything under one location.
    I have one big question/concern after trying out the invoices, proposals, and estimates - is it possible to set a default template for the invoices, proposals, and estimates?
    I work as a wedding planner and I have little that has to be changed when sending out invoices and things. It would be great to have a set template (having an option to pick from multiple templates would be wonderful!) for this to limit the amount of work that has to be done within each one. The way I see it currently, you have to rebuild each document from scratch for each new project/client.
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