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How can we improve the financials?

← Financials

Show Estimate ID on Estimate PDF

We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which

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Climb Electric shared this idea  ·   ·  Report…  ·  Admin →
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  • PRC Insurance commented  ·   ·  Report

    Want to be able to add additional tokens/template fields for estimate layouts. Specifically Estimate ID

  • Linzey Link commented  ·   ·  Report

    Would like the estimate number to generate on the PDF

Financials: Estimates

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