Estimates & Proposals
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Christopher Markakis
Ability to build into rows formulas to calculate cost or margin. My first choice is pre-built elements where we can input numbers into fields for calculation. (Price, Cost, Margin, Percent, Decimal, Misc.) The ability to upload a tables. (excel, numbers, google sheets, csv.)
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M
Melinda Thornton
Please add the ability to include the customer's business name under "Billed To." Also, please add the ability to make the country not required so that it will not show up on invoices. I only work with clients in the USA. Also, make the blue line and the website link a color that is associated with my branding.
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Robert Diaz
Estimates needs to be as easy as Invoices. Currently Estimates are more akin to proposals where the user starts with a blank screen which is a subpar experience. You can reference how easy the UI/UX Houzz pro makes it for contractors to create an estimate https://www.houzz.com/for-pros/feature-estimates
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Sam Newman
Agreed.. adding margins is a standard practice for service based businesses.