For now, let's just consider the "estimate" form. I have 3 questions...
1) QBO allows me to add various tax rates for where I sell products to. In the default form, the tax % is shown along with the total tax applied. I assume <TaxRate> is used to obtain that % value, but I cannot seem to get it to work. So far, I have the template as found in the attachment here, but I would like the customer to know what tax rate has been applied, not just the total.
2) We are WAY TOO LIMITED ON FONT OPTIONS! What's the purpose of a custom template if you can't use stylized fonts used elsewhere for the company? I want cohesion. For now though, why does Helvetica Regular look bold? I have to use Helvetica Light to differentiate it from Helvetica Bold text but I don't like the default spacing as much. Takes a lot of customization in word.
3) HOW IN THE WORLD CAN WE NOT IMPORT CUSTOMER INFO INTO THE TEMPLATE?!?! How can I add "customer email" and "customer phone#" to the estimate... two things that should be super easy to do and already recorded in the customer record? Currently only <CustomerName> and <BillingAddress> are useful, but why does <BillingAddress> import the customers name, company name, and billing address? We should be able to map these field individually.
