I suggest you ...

Estimate Names

Need to have estimates/invoices on the backend have an option to name it along with the estimate number. When looking at a list of estimates/invoices its impossible know what is on each and what they are for - having a name would make easier to quickly identify an estimate/invoice in a large list of items.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

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      • Rick Chadwell commented  ·   ·  Flag as inappropriate

        This would be great to have. Like a PO for the estimate that could also carry to the invoice when converted. The current work around for us is to put this information in the first line item with a 0 balance. Not ideal, but saves time, headaches and confusion.

      • Jeff commented  ·   ·  Flag as inappropriate

        I also need this, we also need a way to name the estimate so the customer can see what it is for.

      • Chad Kempt commented  ·   ·  Flag as inappropriate

        This is very important for us as well as we do multiple estimates for the same customer - sometimes they are options and sometimes they are different things - viewing / organizing them like this is very important.

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