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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Y
Yandis Carbonell Pérez
We need an option to download Estimate for the agency user and for the client before they accept the Estimate.
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Aaron Carver
Highly agree! This is a feature that has been requested from many of our Field Service Companies and have threatened to leave if we don't have it. A work around is to copy the link then print it from the link but it should be as easy as the download option presented under invoices. Let's get this bumped up and added as a new feature soon!
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David Muñoz Maradiaga
This feature is desperately needed for B2B workflows. Many corporate clients require PDF estimates for procurement processes, internal approvals, and record-keeping. The current workaround of browser print-to-PDF is unprofessional and creates inconsistent formatting. A native PDF download button (accessible to both agency and client) would be a game-changer for professional service providers and anyone dealing with enterprise clients. Please prioritize this!
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David Muñoz Maradiaga
This functionality is critical to being able to send quotes to customers who don't have easy access to digital links or who need the document for internal offline approvals. Currently the only option is to print as PDF from the browser, which is neither professional nor efficient. Please prioritize this ASAP function - it's essential for agencies that handle corporate clients and traditional approval processes.
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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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