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News variables for Template Notification "Estimate" with Multi-Line Estimates

With the adaptation of Multi-Line Estimates, the notification mail "Estimate" use the infos of last job. The link included show all job lines, it'ok. But is it possible to obtain new variables for the "Estimate" email notification? The notificatio...
Thomas Barbier 9 months ago in PrintJobManager / Estimates 0 New Idea

Send reminder(s) for an estimate

It would be interesting to be able to automate the sending of an estimate reminder after one or more periods if the estimate was sent the first time via PJM and if it has not been validated or cancelled. These periods of time (7, 14 or 30 days for...
Thomas Barbier 10 months ago in PrintJobManager / Estimates 1 New Idea

Add ##CSRFullName## and ##SalesRepFullName## tag for notifications Estimate, Order Acknowledgement, Estimate Rejected

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.
Thomas Barbier 12 months ago in PrintJobManager / Estimates 0 New Idea

Add the ability to copy a job to a new estimate

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.
Guest over 2 years ago in PrintJobManager / Estimates 0 New Idea

Copy this job for a new estimate

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...
Thomas Barbier over 2 years ago in PrintJobManager / Estimates 1 New Idea

See Production Plan in Estimate

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
Thomas Barbier over 2 years ago in PrintJobManager / Estimates 0 New Idea

Right panel file summary on the "Estimate/Job List" page

Hi, It would be interesting to make available the file summary also on the "Estimate/Job List" page in the right panel. Regards.
Thomas Barbier over 2 years ago in PrintJobManager / Estimates 0 New Idea

Edit Estimates as Orders

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...
Jon Mullins almost 3 years ago in PrintJobManager / Estimates 0 New Idea

Sales Reporting

being able to track how many estimates eventually turn into projects would be extremely helpful.
Lew Airth about 3 years ago in PrintJobManager / Estimates 0 In Planning Phase

Estimated costs vs actual costs

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...
Allen Boyce over 3 years ago in PrintJobManager / Estimates / Jobs / List Manger / List View / Orders 0 In Planning Phase