Make customizing templates easier with more options
I'm a construction contractor. Arguably, the estimate (or Proposal, as I call it) is the most important part of my interaction with a potential customer. I've tried all of your standard options for customizing templates including the "Customize Template" option which I was given special access to but it's all very difficult even for a guy with a pretty strong technology background.
This is what I'd like to be able to do:
1) Have separate "Item & Description" blocks with a subtotal at the bottom of each. Ex: One block would describe the main job with a total and a second block would list options. I.E. Upgrade Finishes: $500
2) When the potential customer opens the proposal they see the cost of the main job with options that have a check box next to them so that they can select the options that they want before they "Accept"
Since I can't figure this out on my own, is there a way to have your programmers create this template for me?
![](https://secure.gravatar.com/avatar/5767612f2916830453009797eab03555?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)