I am trying to do a new “estimate” (would love to change this ot quotation!) but I am having several issues, firstly I am not able to customise my layouts, I get a choice of 2 with no options to go to a gallery or customise anything. secondly an estimate i am trying to send to a client is to show a finance over 12 months example but how am i supposed to show this (i am having to use the task option but would be nice to change hours to monthly!
You wont see these options as you are using an old template, this template will actually be phased out in the coming months. The new template gallery is in beta phase… I can switch you to the new system at your request. All these options will then appear.
Just to warn you however that you will lose the current style, but on the plus side there are 10 additional designs you can choose from