Would it be possible for BillingTrack to generate a PDF from template and add it to attachments for work orders, invoices and quotes when they change state to 'approved' or 'rejected' (for work orders and quotes) and send (for invoices).
This would create a persistent version what client received, because I can modify the document anytime...
Hello Cytech,
Would it be possible for BillingTrack to generate a PDF from template and add it to attachments for work orders, invoices and quotes when they change state to 'approved' or 'rejected' (for work orders and quotes) and send (for invoices).
This would create a persistent version what client received, because I can modify the document anytime...