Update Prices on EE Quote Templates

Background

Updating a JobTracker Enterprise Edition price list does not automatically reflect those changes on quote templates.

Steps

You need to edit your quote templates and click on the Update Prices button.

To view all your quote templates:

  1. On your Quote page, click on the Options button
  2. Click on the Add Filter button
  3. Select filter type of Quote Field, select quote field Quote Type and then click in the check-box in front of Template

Modify quote templates by clicking on the quote name and selecting  View Quote….

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