Edit Estimates/Documents After Signature
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
heather schmider
shared this idea
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Mitch Richards
commented
Provide ability to edit estimate after its been signed, possibly even require an updated signature.
We are struggling with this tool if a customer decided after signing to add an upgrade option or to change a color. There is no way to update the estimate to reflect the work actually performed or color changed to. Maybe make it admin changes only? -
Karlee Huter commented
I have had several instances where we have created the estimate and/or contract and requested the signature only to need to change something in the estimate or contract after meeting with the customer (such as editing the shingle color or updating the warranty years and price if they choose to upgrade) and have had to create a whole new document/estimate because I am unable to edit the one that already has requested the signature. If they haven't signed the document yet then I should be able to edit it and resend it rather than make a several versions of them and then not be able to delete the older ones.