Estimate Download Option
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Nirosh Hewabahithage
We need a option to download Estimate to the Agency user and and for the customer before they accept the Estimate
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K
Kate DAVIES
100% essential. One of my clients has optional extras that may need discussion. Not everyone accepts the first estimate / quote so it's a starting document that may need to be amended before acceptance and invoicing. The current system of sending out with a link for acceptance just isn't workable for many of my clients.
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Hector R Aponte
I just signed up a Client, who's a Contractor, he had a Customer Estimate, but Client didn't give him, an email address. Also, my Client didn't want to send estimate over a phone number (not professional for $ amount on the works). Meaning, since, there is not an option to pre-download an estimate as aPDF, prior sending to Customer...my new Client had to re-do all content into a Docusign/Other Ways to be able to Save estimate as a PDF. Very Sad...this feature still not an option at HiLevel, come-on Guys!! let's make it happen!!
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Jeremy Rojas
Yes to this as well as send PDF version with estimate. Some of our big clients company IT policies don't permit them clicking the link for opening.
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Sales & Marketing
Merged in a post:
Ability to download PDF of Estimates BEFORE they are approved
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Becca Ellison
We would like to be able to download a pdf of an estimate that is not yet approved for clients who have non techy clients. Or those who want to show a paper estimate in person. Can we add the option of a pdf download for estimates that are not approved as well as approved ones?
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CreateMomento AI
This is very must!!
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Daniel Chen
This functions is a must.. im not able to implement
GHL to a customer just because of this simple function.
Invoices have this function at the bottom of the preview... why estimates cant have it?
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Maycol Formenton
How long would it take to implement a simple feature like this? We urgently need the ability to download an estimate as a PDF at any point in the process.
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Avinash Sohal
Yes. Need this asap please.
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Matt West
Yes - I have a client that is threatening to churn as they want to create estimates to send along with a proposal deck - can you please look into this urgently
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Luc Dadrifter
yes like yesterday...why would you even make it so that we can not download the pdf unless it is accepted?
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