Kim Davis
My feedback
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7 votes
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Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.
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An error occurred while saving the comment Kim Davis commentedWhen you send a document (e.g., contract) for signature and the customer wants to make changes or you find an error in the document, it would be nice to be able to either EDIT the unsigned document and resend or at a minimum duplicate the document so you don't have redo the entire document.
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Auto-save for Estimates. Once you start an Estimate - auto-save so work isn't lost.