Manual Approval/Denial/Converting of Estimates Without Needing to Send it to The Contact
F
Filip .
Currently, the only way to get access to the "Mark As Accepted", or "Convert To Invoice" on estimates is to "Send" the estimate to the contact via email/SMS.
For a lot of businesses that are out in the field, its absolutely CRUCIAL for them to be able to manually approve, deny, and convert estimates to invoices without the need to send the estimate to the customer. Specifically when they might be on site with the customer at the time.
Giving the user the ability to move/change the statuses of these estimates without being behind what I like to call the "Send Wall" is a huge enhancement I think many users need 100%.
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G
Gary Pratten
You can already do this. When editing the estimate, click on the three dot's at the top right and click on "Mark as Accepted"
F
Filip .
Please vote on this if you also see the benefit. Estimates should not be locked down like this in any software. Thanks!