Save Estimate button
The Save as Template alongside the Add Estimate button is a bit confusing. We see what we want to see and our sales people keep clicking on Save as Template before they realize they should be clicking the Add Estimate button. Then they don't know what happened to their estimate. May I suggest Add Template and Save Estimate?
Ken Koop
shared this idea
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Jason Spicer
commented
What about having a separate template builder? If someone builds a estimate and they want to make it template, do it in another feature or have the ability to build a template without having to create an estimate to make a template. It would be also helpful to be able to add multiple templates to an estimate. Say I have template for installing a new prehung door and the customer also wants the deck stained. Be able to create an estimate, import the door template and a template for the deck staining into one estimate.