HydraFlo
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- Username HydraFlo
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Re: Estimate Statuses
Hi There, I also second the requests in this thread. However, in my case what we I need most is the simple inclusion of a Sent status. I have multiple staff drafting, reviewing and sending estimates … (View Post)2 -
Re: Estimate Statuses
I've now discovered there already is a 'sent' status that is applied only if you send it with WAVE. In this case it would be nice to have a 'mark as sent' feature, much like in Invoicing, for those o… (View Post)2 -
Re: Estimate 'sent' status
Thanks for the response. As a work-around, after sending each estimate, we then send it again - using wave - to our personal address. Ideally there would be a 'mark as sent' option (this has been req… (View Post)1 -
Estimate 'sent' status
Can estimates have a 'Sent' status? According to the help documentation, they can. However, when I send estimates (using the Gmail option, not through WAVE), they do not get a status of Sent. Further… (View Post)1 -
Re: Converting Estimates to Invoices – convert with default notes
Thanks NicoletteB - I think I can see both sides of this (issues arising from what I proposed as well as the current way - as I highlighted). If I could offer one potential solution (drawing on my bu… (View Post)1
