Convert Unsigned NSE Estimates
I would like the ability to convert New Sales Experience Estimates to Invoices, Material Orders, Work Orders, and Budgets without needing them to be fully signed. This was a feature of Legacy Estimates I wish to get back.
Matt Seaton
shared this idea
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Corben Hogan
commented
We cannot currently create work orders from Estimates when they aren't signed. We'd like to be able to create work orders from unsigned estimates, ahead of time for certain job types.
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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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Cole
commented
Option to convert estimate to work order without it being necessary to have signature status to signed
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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.
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Anthony commented
Currently, fully signed Estimates can be converted to Budgets, but a drafted estimate cannot. This makes it hard if signatures are handled a different way or if the budget is needed before the homeowner gets around to signing. It would be better if we could convert an estimate regardless of the signing status.