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How can we improve the financials?

← Financials

Manually Sign Estimate

Be able to manually change the signed status, so if printed and signed via paper the logo can change the signed status

12 votes

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Parker Sonntag shared this idea  ·   ·  Report…  ·  Admin →
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  • Blaire S. commented  ·   ·  Report

    This is currently possible with NSE I believe.

  • HomePro Office commented  ·   ·  Report

    If a customer has verbally agreed to an estimate and we mark it as signed, don't want an email sent to the customer or the option to decline the email being sent asking for the deposit. Want to be able to mark it as signed so that we can convert the estimate to an invoice.

  • logan commented  ·   ·  Report

    Logan reports it would be super handy to have a means to manually sign an estimate. This is super helpful for material and work orders (ensuring quantities and measurements are moved over appropriately) ... currently he needs to secure a signature from his customer prior to converting to material order and can slow down the workflow

Financials: Estimates

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