James Connors
My feedback
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23 votes
There isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.
We’ll keep you posted!
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James Connors supported this idea ·
When creating a new contact (in jobs), we need to be able to assign a sales rep & assigned to while creating the contact. It is too clunky to created the contact, then the job and then have to go back into the contact to enter that info.