QUOTES
Save and reuse invoice and quote templates
Save an invoice or quote you send often as a template, then start new ones from it with the lines, tax, terms and layout already filled in.
Steps
Open an invoice or quote that has the lines and wording you want to reuse.
Choose Save as template.
Give it a Template name and choose Save template. The lines, tax, discount, charges, terms, notes and layout are saved; the customer, dates and number are not.
Next time, in a new invoice choose a template under Start from a saved template, or in a new quote pick it under Template.
Manage your templates
See and remove your saved templates in Business settings → Branding & documents → Saved templates.