Estimate Download Option
N
Nirosh Hewabahithage
We need a option to download Estimate to the Agency user and and for the customer before they accept the Estimate
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T
Tyson Smith
This needs to be a priority, when dealing with large customers, they need a PDF's to pass between personnel for approvals. Also, would like the ability to customize the email rather than an automatic Estimate email sent via GHL.
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Bhupinder Singh Jhajj
I have no idea who thought it would be a good idea to not allow the estimate to be downloaded. Such a basic function of a CRM.
S
Sales & Marketing
Merged in a post:
Export Estimates to PDF
M
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.
R
Raoul Wijnberg
I also really need this functionality.
L
Lionel Benjamin Garcia Mantelli
We need this ASAP
M
Michiel de AutomateDoctor
I need to print estimates!!
S
Sales & Marketing
Merged in a post:
Ability to print invoices, estimates, documents directly
R
Richard Escalante
The ability to print invoices and estimates directly from GHL without having to copy a link, open a new tab, then print page. All of this seems basic in other similar software. Not sure why the ability is only to send sms + email and not be able to print.
Y
Yandis Carbonell Pérez
We need an option to download Estimate for the agency user and for the client before they accept the Estimate.
C
Christopher Barnes
Much needed - and if your invoice has lots of line items its almost impossible to get proper print formatting. PDF gets cut off etc.
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Aaron Carver
Highly agree! This is a feature that has been requested from many of our Field Service Companies and have threatened to leave if we don't have it. A work around is to copy the link then print it from the link but it should be as easy as the download option presented under invoices. Let's get this bumped up and added as a new feature soon!
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