Tech Notes on estimates
Tech notes in estimates that will appear on the estimate for my customer to view before approving. Including in PDF
I see there is some kind of provision for it up the top but no box to input them
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Michael commented
I too need to be able to put notes in an estimate, My preference is internal only so we can keep track of the contact attempts with the customer.
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Enrique Torres commented
How can I add commentary or notes to my estimates and that I appear when converting into pdf.?
We urgently need to activate this option to place notes in the estimates
Waiting solution
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Roberto commented
Just to exemplify in practical terms, with this function we would be able to input unique payment methods (transfer or payment reference number) in the PDF. Super important in my opinion (not all customers will have the same payment reference number in my case).
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james commented
This would be an awesome feature. In almost every instance of an estimate there are details that are specific to that estimate, it would be a very very valuable feature to have the ability to add those notes from the estimate on the PDF that is delivered to the customer.
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Jacob Meads commented
Could tech notes could be added as an available tag for the template?
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Paul Leonard commented
any news on this
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Andy commented
"I would also like to see a place to put internal notes. Often times I create Estimates that include a part or accessory that I would order online if the customer accepts the Estimate. I would like a place to hide the URL of the part in the estimate, so that it doesn't show up on the Estimate, but can be quickly referenced once the item is ready to be ordered. "
This would be a HUGE improvement for the estimates!
Just like was stated earlier being able to post links and or part numbers in an estimate would greatly reduce time and hassle.Lets make this happen!
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Magnified Technology, LLC commented
Or maybe make it to where you can link a Purchase Order to an Estimate.
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Magnified Technology, LLC commented
Rather than create a new suggestion, I'll add onto what Mike said here. I would like to see tech notes added as a feature to Estimates. In addition, I would also like to see a place to put internal notes. Often times I create Estimates that include a part or accessory that I would order online if the customer accepts the Estimate. I would like a place to hide the URL of the part in the estimate, so that it doesn't show up on the Estimate, but can be quickly referenced once the item is ready to be ordered.