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Customer Notes in Legacy Estimates & Notes in Estimates

When an estimate is used to create an invoice, it is really important to us for all "Customer Notes" (in Legacy)/"Notes" in Estimates to automatically transfer into the "Special Instructions" in the Invoice so that I can set an automation for once the estimate is signed to auto populate and send the invoice to the customer to request a 1/2 down deposit.

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Pikes Peak Windows and Doors shared this idea  ·   ·  Report…  ·  Admin →
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