Estimate Template - Document Templates

[TJGreenvilleSC]

Today, after several calls this week, I was informed by customer service that the estimate template cannot be altered, much like the invoice template. 

While the document does state that the information is an estimate, multiple times, customers are seeing that the estimate is in the exact same format as our invoices.  This view, and an assumption, is leading customers to believe they are being billed for something that they have not approved. 

WE NEED AN ESTIMATE TEMPLATE IN DOCUMENT TEMPLATES!

The ability to further customize an estimate has a direct correspondence to good customer service, best practices, and better conversion rates.

[TJGreenvilleSC]

Thank you.

[JOllinger]

Hi @TJGreenvilleSC Thank you for this feedback. This needs to be shared on the ideas page with the team, where it will get the most visibility. https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!