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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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4 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    We too would like to see this option so we can clearly see what each estimate is for from the summary level. An alternative, create custom fields on estimates so we could use them for any purpose and expose them through the tag system.

  • 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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