I would like to make a suggestion: Is there a way that we can add a note tab to estimates when being dismissed? We would like to know why a customer decided not to go with an estimate if it was provided.

Previous Contributor
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deborahp
New Contributor

We have requested the same thing. We print this report daily, and it would be nice to see a "notes" section as we are moving through the document. As we continue through the month, this section would be helpful for tracking and measuring what and why didn't sell. Thanks for posting this comment!