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nicepipes
September 17, 2022
Question

export or print full estimate details

  • September 17, 2022
  • 1 reply
  • 0 views

When I view an estimate I can see all the items and the amounts of each that I have invoiced.  How do I get this information to my customer.  I'm trying to make an SOV.

1 reply

JessT
JessT
September 17, 2022

Hi nicepipes,

 

I also like the idea of showing the progress on the invoice or estimate form. While we're unable to do this now, I suggest sending feedback to our product development team. That way, they know that you like to have such an option.

 

  1. Click on the Gear icon.
  2. Choose Feedback.
  3. Enter a sentence for your suggestion and click Next.

 

On the other hand, you can also check about customizing sales forms for your reference in the future.

 

Let me know if you have any other questions in mind. Take care and have a good one!

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