Documents and Contracts (Products)
G
Granite Designer
I desperately need help customizing my estimate tab (products) inside documents and contracts.
First, when adding an item, I want to be able to search for the product and not scroll through all the list which is over 500 products.
Second, after I send an estimate to my clients, I would like an option to hide 2 columns in my products tab, that is price and quantity.
Third, I'd like to be able to break my items into sections with subtotals.
Fourth, I'd like to be able to rearrange the items after they're added in the estimate.
Thank you so much for looking into this. I look forward to hearing from you all.
Please find attached some photos of the changes I'm describing here.
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