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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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  • 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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