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How can we improve the financials?

← Financials

Edit Sales Rep Info on Estimate Cover Page

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Julia Bykhovskaia shared this idea  ·   ·  Report…  ·  Admin →
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  • Gillette Roofing commented  ·   ·  Report

    You should also be able to change the email & phone number to something other than the sales rep's information, such as a sales@ generic email or the main company phone number. Make the Sales Rep's name, email, & phone number editable, not hard-coded.

  • Anonymous commented  ·   ·  Report

    Please let us be able to format the customer phone number on the cover page of an estimate. We have a dyslexic employee that struggles to read the phone number without the dashes

  • Carolane Corriveau commented  ·   ·  Report

    In Québec, it is an obligation to have all those informations on the estimate that becomes contract.

  • Carolane Corriveau commented  ·   ·  Report

    I see on the cover page of nse you can included the sale rep email and phone number but you cant included their sale name and buisiness information.

Financials: Estimates

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