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Estimate emails dropped - IDEA

Hey everyone! I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the estimate emails have bounced or been dropped. I created an idea...

KhianaKlatt by • Valued Contributor II
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Terms & Conditions - Client Signed with Estimate

I am looking to have our terms and conditions connect to every estimate (terms matching service type). Does anyone know the best way to go about this? just add this link will not allow me the ability to have our clients sign or check that they acknow...

How to edit email settings

Hi everyone, we have a big bid we are trying to get done. The contact is with a city, not a customer. For us to get this done, I need to send them a contract they can sign, but they don't want it to say estimate but instead contact. I've clicked ever...

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