Mapping Company, Customer, Job Information on the Cover Sheet
SQ could map several pieces of information on the Cover Page of the quote.
There is a great deal of real estate on the various Cover Page Layouts.
It would be nice if we could place our company info, contact and or job information, or just some plain text onto the Cover Page. It could be accomplished through tokens or just plain text.
3
votes
Bill Thomas
shared this idea
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Tyler Gorman commented
When we have 5 or 6 active projects with a client it gets very confusing for them to find and differentiate the proposals in their email. If we could add the job name to the cover page as well as the email subject and the signature email templates it would help a lot.The tokens available on the SQ estimate email templates are very limited compared to every other template in JN