t would be nice to have a dedicated section in the Estimate template header to add the user details it's from, like their name, email address, and phone number. This is particularly necessary for organizations with sales teams so that both the organization and the customer can easily know who sent a particular estimate. This would also be nice on the revenue tracking side to be able to filter forecasting/conversion information from. This user quoted X number of dollars in the last 30 days, and X amount was converted/invoiced. This would help bolster the B2B side of HL more.