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Estimates

Showing 14 of 864

Auto-cancel estimates

Hello, Is it possible to set up a setting that allows estimates with expired validity dates automatically go to "Cancelled" status ? Thank you
Thomas Barbier 10 months ago in PrintJobManager / Estimates 1 New Idea

Customize Print Estimate

Ability to customize the Print Estimate report.
Guest almost 2 years ago in PrintJobManager / Estimates 0 New Idea

Create estimates with multiple line items

Many estimates contain multiple different products. The current system requires each product to be emailed to the customer seperately unless a complex product engine is constructed.
Jon Mullins about 2 years ago in PrintJobManager / Estimates 1 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 about 1 year ago in PrintJobManager / Estimates 0 New Idea

Required PO when passing the estimate to job

It would be interesting to require a purchase order number when the estimate become a job (not when the estimate is created) for some organizations because we receive purchase orders from customers based on the estimates we send them.
Thomas Barbier 10 months ago in PrintJobManager / Estimates 0 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 about 1 year 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 about 1 year 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 over 1 year 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 about 1 year ago in PrintJobManager / Estimates 0 New Idea

Confirmation popup if estimate or order confirmation is sent

Hello, Could you consider adding a confirmation popup if the salesman clicks on the "Sauvegarder et envoyer / Save and submit" link when creating an estimate or job? This popup could prevent an unwanted submission if the salesman clicks on this li...
Thomas Barbier 12 months ago in PrintJobManager / Estimates 0 New Idea