08-01-2023 01:20 PM
It would be most helpful if once an estimate was sold whether it was electronically signed using the email link or manually marked sold by a representative if the estimate would be locked and not able to change lines items or quantities. An estimate once sold should not be able to be changed or modified with regard to the line items, quantities, and totals.
08-10-2023 08:37 AM
Hi @seemore ,
Thanks for sharing your feedback. That sounds like something for the ideas page! 💡