Convert Unsigned Estimates
Users would like the ability to convert SumoQuote estimates to Invoices, Material Orders and Work Orders regardless of the signature status; similar to the behavior that previous existed with Legacy Estimates?
Matt Seaton
shared this idea
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Tom Eames commented
When we build estimates, we are very precise all the way down to material sales tax. I need to be able to convert and estimate to a material order before signing so I can figure out the sales tax. Right now I have to build the material order separately and essentially do the estimate two times. Not convenient at all.
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Rachel Myers commented
This is so important because many times our customers have issues signing the digital ones on their devices and our sales people just have them print off and sign a contract and send a pic back.
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ScissorTail Roofing & Construction commented
Many of our "older" customers insist on signing paper as opposed to digital. The current implementation doesn't allow you to convert the quote to material orders, work orders or an invoice until the signature status is "Fully Signed". This was not a problem previously with legacy estimates.
Our current workaround is to collect the signed papers and load them into our customers documents. We then have to duplicate the estimate and set ourselves as a "signer" so we can click through and sign the estimate in order to convert to all the other file types mentioned above.