Estimates

Need I say more? Ok, let's go!! We often encounter misunderstandings from customers because the delivery address is always displayed on estimates (online/PDF/template email) regardless of the delivery method selected. If the method is “Customer Pi...

Ability to customize the Print Estimate report.

being able to track how many estimates eventually turn into projects would be extremely helpful.

The only edits that can currently be made to an estimate is to the product engine. No additional materials or prouction functions can be added onthe back end as they can with jobs. This would be hugely beneficial to be considered with other change...

When sending an estimate or order confirmation notification, it would be interesting to display the name of the salesman or CSR to inform the customer. Is it possible to implement this feature? Thank you.

In addition to having the possibility of copying work for a new order, it would be interesting to have the additional functionality "Copy this job for a new estimate". Because in some cases, it is necessary that the customer validates again this e...

Currently you can only copy a job to a new job. Often our clients require quotes to raise purchase orders before proceeding with a new job.

Hi, It would be interesting to display the production plan to the salesperson when he/she makes an estimate. This would allow for additional control of the price and resources used. Regards

Hi, It would be interesting to make available the file summary also on the "Estimate/Job List" page in the right panel. Regards.

PJM needs a method of capturing estimated costs vs actual costs on a job by job basis, on a production resource basis and on a material basis. Currently we can see the actual time vs the estimate time in the manage job area but we cannot capture i...