We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

example cost of 1 square of roofing installed is $177 the the profit margin is 49.5% = sales price calculated at $350 a square

We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

<p>Allow attachments/pictures to be added to estimates. Be able to customize a message before emailing invoice, etc.</p>

I would like the totals to show blank until the customer has chosen the options they are going to agree to. This way you don't send the customer an inflated estimate.

Pictures uploaded to estimates either show the type / caption that was already on the photo, or have a place where we can enter that caption. Separate from line item descriptions.

It would be nice to combine invoices (or other record types) to make a final invoice or some other type of record

I would like the ability to either toggle the unit of measure on or off on each estimate. Right now I have the ability to turn it on and off in the settings but that changes all the estimates. Can we have that option/ability when building each new estimate?

Currently Using SumoQuote and the customer feedback is amazing. Please have the ability to combine all documents to show true value to customer. I have attached a simple example. I would be willing to pay an addtional total of $50/month for this feature. I already pay over $100/month with SumoQuote

Ability to combine several templates on to one estimate.

In products & services the items are in order but in the drop down menu when creating an estimate they are our of order.
Example:
Steep 07/12
Steep 08/12
Steep 09/12
Steep 10/12

vs
Steep 10/12
Steep 08/12
Steep 07/12
Steep 09/12

Visible split payments for customers to see.
When I have a payment plan for an invoice, I would like to be able to send the invoice once and for the customer to see the breakdown (Not in the special notes).
For example - if today is 2/28
1st payment - $1500 due 3/1
2nd payment - $4500 due 3/10
Final payment - $2000 due 3/15

The split payment terms doesn't work that way.

Would be nice to see the total cost before mark up on the estimates allowing for more accurate budgeting on the actual costs. Right now the estimate breaks things into the categories but it does not break them down as actual cost before mark up. This would help when working with bids on subcontractors to see who falls in line and where materials ran over with a quick glance.

Ability to Create an Estimate while Offline

Ability to have a back and forth conversation about specific line items etc. Think Comments in Google Docs.