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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Maycol Formenton
How long would it take to implement a simple feature like this? We urgently need the ability to download an estimate as a PDF at any point in the process.
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Becca Ellison
Please make it easier to export PDFs of the estimate - it's rediculous that you can't download the estimate pdf until it's accepted.
Can't we have a pdf option that just says "not accepted" if the estimate is not yet accepted ?
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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