Export Estimates to PDF
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Mike Upton
Add the ability to export estimates as a downloadable pdf. Currently there is no option and when viewing the document online, there's a banner that shows "Estimate is in draft mode, please check back later."
When using a 3rd party salesman, using the send functionality isn't an ideal method as it asks to accept or reject the esitmate. It would be better in some cases for the salesman to have a pdf version to present to the end customer in person or via email.
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Luc Dadrifter
agreed, it is retarded that we can't create a pdf of the quote without accepting it.
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Keith Carey
Need to have the ability to create pdf or to print estimate. We have the customers sign paper copies and now I need to figure out a workaround since I have switched to highlevel.
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Lee Featherby
agreed, I had to use Xero to create my quote for this very reason