I have a client that would like the document/proposal and estimate to work/send together. When many companies send a terms & conditions contract/document, an estimate is also sent. These companies would like the estimate and document email to be the same.

I have suggested creating a "proposal" as a document, with the estimated costs included as a product table, but the client likes the two separate documents still existing in their own space, but with a single email to view and download.

This also plays into the other request of being able to download a pdf version (clients and users) of estimates, proposals, documents, etc...