Creating A Template For Estimates

English Forum Asana In Practice
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@Terry_Rajaram,

You could make an Asana project for the estimate, where the tasks are the line items, and custom fields (with a paid plan) could specify options and the Filter at the top of the project could produce different quotes that you could save as PDF.

But Asana’s PDF is not customizable; it will respect your filters, but all tasks will display their contents in full (which may be ok).

For more flexibility in outputs, you could consider Asana2Go (disclaimer: I’m the creator):

Hope that helps,

Larry

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