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  1. Quotes - Ability to change the PDF file name

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    submitted  ·  6 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Morag Colston commented  · 

    We have a plastering business and often clients want an idea of price early in the piece. It can be hard to price if there is quite a bit of other construction work to be done first so we need to provide an estimate.

    Currently I take the .pdf and edit it with PDF editor and send separately in an email to the client which is rather long winded.
    It would be so much easier to have an 'ESTIMATES' template, just like the 'QUOTE' one.

    Morag Colston supported this idea  ·