[Mobile] Create estimates from Opportunity
B
Bryce Claudin
👉 Desktop Functionality:
On desktop, you can create estimates directly from an opportunity.
👉 Mobile Limitation:
On mobile, estimates can only be created from contacts—not from opportunities.
👉 The Issue:
Even if an estimate is created, you cannot attach or link it to an opportunity later on desktop. You can only create new estimates from opportunities, which means existing estimates can't be linked.
👉 Summary:
Because of these restrictions, it's effectively impossible to create and link estimates from opportunities on the mobile version.
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B
Bryce Claudin
Goes along with this issue:
B
Brad Bush
this is obviously needed, especially since there is no way to link an invoice to an opportunity after the fact, which is really just an indication that somehow GHL is not being actively used for actually conducting business, since otherwise this would have been demanded years ago. This is just stunning malpractice from the dev team not to have this available already in 2025. Come on guys. Do your jobs.
B
Bryce Claudin
Brad Bush Facts