Estimates

Escalating Opportunities in the Follow up Flag

Is there a way for CSR's to mark/annotate or escalate opportunities to management easily and effectively? The opportunities are basically in one big "pot" and we prefer to have a best practice where only management is allowed to DISMISS opportunities...

Estimating Larger Jobs

We are new customer of ST and we are still in process of going live with full integration. I am the sales manager for a premier door services company. As the sales manager I am putting the processes in place for my sales team to best use the estimate...

Delete Option for Templates

Wanted to see if anyone else would find it beneficial to have a 'Delete' option for templates they no longer use. For my team, we have duplicates and ones that have been deactivated for so long that it becomes a bit annoying to look at them, without ...

Build Estimate Button

How are people managing large price books with this feature? When adding a task, the search feature seems difficult to navigate. Would almost be beneficial to experience it the same way Mobile does. Open to suggestions!! TIA!

Print all button for estimates

I had a customer come in person to our office today and ask me to please print off all of his estimates so he could look at them closer. He had 11 estimates that I had to print individually off for him. I'd love to see a "print all" option. We have a...

Estiamates/Proposals and adding Manufacturer's discounts to them

We want to be able to hide the costs of what will be listed on the proposal for the h/o's but when there is a manufacturer discount running, we want to be able to add that line and the discount amount show and the amount being subtracted from the tot...

Easily Applying Digital Coupons

I am making an upgrade suggestion. It would be great if S.T. could integrate with an app that either uses QR codes, or that can scan a barcode (along those lines) and then have it automatically applied to customer invoices in the field. As with every...

Resolved! Estimates

Yall. I'm dying. When I build an estimate for sales and then sell it and move it to a job right. The price goes with. Then I make PO's to order the equipment, when I receive it it totally messes up my invoice. HELP PLEASE

Estimate Acceptance Emails

When a customer accepts an estimate online they get an email thanking them for accepting the estimate and containing a copy of their signed estimate. Is there a way for me to edit the settings for this so that I also get a copy of their signed estima...

Adding Materials to an Estimate (office side)

When adding materials to an estimate on the office side, using the drop down menu after clicking "materials". It would be handy to be able to click multiple items before adding them to the estimate. for instance, if I search for "3pvp" it brings up a...

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