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How can we improve the financials?

← Financials

Update Estimate (NSE) Cover Page

Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

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Camille shared this idea  ·   ·  Report…  ·  Admin →
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  • Nicole Quinn commented  ·   ·  Report

    Ability to adjust the Sales Rep info (Nmae, number, email) and the "We can help you with" portion of an NSE cover. This is possible in SumoQuote, but not in the New Sales Experience.

  • Tyler Gorman commented  ·   ·  Report

    we need the estimate number to show up on the estimate and preferrably the subject line of the email. Or at least the estimate name

  • Chad commented  ·   ·  Report

    Would also be nice if the phone number had dashes and didn't populate as one whole number.

Financials: Estimates & Invoices

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