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Quote Comment Catalog & Stock Comments

Norm Bonenfant

Wondering if there is an easy way or an enhancement could be made to be able to add a pool of comments that might be used on a quote more often. We find that we have certain comments that need to be added to some products or estimates. We currently have a bunch of word files that we will open, copy and paste but it would be great of there could be a way to make a comment template or maybe a product with pricing hidden that we could and be able to pull easier. 

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    One way I'm thinking about is using the notes module and a customization on the description field. Adding a special button that will open a drawer to select the note you want to add. When you select a note record it will copy the content of the description field to the field specified on the quote. It can append the value or replace the value. Shouldn't be to difficult to build

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    One way I'm thinking about is using the notes module and a customization on the description field. Adding a special button that will open a drawer to select the note you want to add. When you select a note record it will copy the content of the description field to the field specified on the quote. It can append the value or replace the value. Shouldn't be to difficult to build

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