How to add estimate for multiple customers
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04-24-2024 12:12 PM
Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.
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Office Estimates
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Online Estimates
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04-30-2024 11:45 AM
Building A Proposal Template in your pricebook with an individual estimate should help!
If you have any additional questions/needs you can reach out to me @ EleazarA@chickenladyspeaks.com
Or get more information at chickenladyspeaks.com
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04-24-2024 01:05 PM
Not that simply but it has been mentioned to the product team! They only way I know how to do it is export the estimate as a template, start a new estimate for the next customer and import in the template.
Randi Thompson
Bill Joplin's Air Conditioning & Heating
Bill Joplin's Air Conditioning & Heating
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