No need to create a new project from scratch each time you confirm a deal with a customer. Instead, create numerous project templates based on your business model with data prefilled, and just pick a suitable one whenever needed.
Note! Project templates are available with Scoro Ultimate plan.
To create new templates, go to the Projects list and click on the button Project templates.
Then click on New project template.
Just fill in all the data you want to be prefilled when using this template in the future.
In addition, you can add different Phases and Milestones to the project template.
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