Sending Quotes - Accept Button
Sketchcollective
Member Posts: 4
When an estimate is sent automatically to a customer there is no call to action
ie "Click to Accept" etc. They then have to navigate back to an email chain to communicate back with the sender (me)
As a result I am downloading a PDF and emailing to the customer or pasting a link to the estimate into the body of an email. Slow. Annoying. Thanks guys
0
Comments
Hey there @Sketchcollective
We understand our estimates page hasn't seen any updates in some time. At the moment our sales an invoicing team is looking to get the invoicing feature in a good place before we move onto estimates. We do appreciate your feedback here in the community and don't hesitate to reach out if you have additional feature ideas on how to streamline your workflow.
Fabulous thanks @BarsinA