[Estimates] NEED "Copy & Mark as Sent"
B
Bryce Claudin
Invoices have this feature. Estimates should too.
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S
Sales & Marketing
Merged in a post:
Saving Estimates on Mobile
L
Lucas O'Brien
We would like the option of saving estimates on the mobile app without sending the estimate to the client.
There are many situations where our company uses the estimates only on the business side, or where we need to work it up while leaving the app and coming back to it.
B
Bryce Claudin
Completely agree. Right now I am forced to jot everything down as a note until im completely ready to send it over to the client. It's such an unnecessary pain point and slow down for no reason. Just add a freaking save button please
D
Donna Ernest
Yes, the office needs to check estimates before they go to the client after the field technicians add products and services on a service call. Just another real world application.
D
Donna Ernest
Yes, please, please!
B
Bryce Claudin
Shivam HighLevel
Please look into this. It is so frustrating.
B
Bryce Claudin
Consider upvote so we can get things moving!