Quotes - Ability to change the PDF file name
Have the ability to rename the PDF file attachment so when you update your system to send Estimates you can rename the PDF as they always get sent as quote and this is unable to be changed or you can have the PDF file name anything you like just having the option would be nice
Limitless Building Services NZ
shared this idea
-
Brian Ancarrow
commented
There is an important legal distinction between a quote and an estimate. A quote can be legally enforced just like an Invoice. It is VERY important to label an estimate an estimate rather than a quote. I'm getting around this by altering the quote template, but there should be an estimate option within the program to avoid a messy legal fight.
-
Bronwyn Smith
commented
We require the same thing. We use quote functionality to enter order confirmations and need to remove the 'quote' part of the auto generated PDF document to email to customer. We want it to just use the document number, or alternatively it could have a setting where the 'Quote' part of the name can be modified to something suitable. For example: Quote SOC0001.pdf is wrong, we need it to read <<defined name>> SOC0001.pdf
