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How can we improve the financials?

← Financials

Estimates that can be different signature docs

Turning off estimate details + signing should convert the document into a “report” or custom doc type

A new document mode (e.g. “report” or “custom doc”) alongside Standard and Simple, defaulting to no estimate, stored as a document in the job

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Julie Wynn shared this idea  ·   ·  Report…  ·  Admin →
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Financials: Estimates

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