Has anyone created a printable, custom form for a quote sheet (budget)?
We currently have an inelegant way of creating these - we enter all the
expenses in the project's "Expenses" tab, change the view from "project
owner" to "client", export it as an .xlsx file, import it back into an
Excel template, format. then print. Essentially, we need a better way
for our clients to sign off on project expenses. I've attached screen
shots of a sample of the WF Expenses version and the resulting Budget.
Wo...