Simple Estimates for Insurance Companies
When sending an estimate to an insurance company it only needs to be one page with minimal details, in the NSE Estimates when creating a simple layout it's still 3-4 pages. The insurance company doesn't need an estimate with the fancy professional look that we provide to our customers. Before doing away with legacy estimates, can more customization be added to the NSE Estimates to allow for condensing the visual elements and additional pages?
3
votes
Amy Hatmaker
shared this idea
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I would like to be able to create a one page estimate for the insurance company to view. Right now, for my company, I need to send just one page to the insurance company, but I need to include my company details with a cover page.
