Manual Approval/Denial/Converting of Estimates Without Needing to Send it to The Contact
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Filip .
Currently, the only way to get access to the "Mark As Accepted", or "Convert To Invoice" on estimates is to "Send" the estimate to the contact via email/SMS.
For a lot of businesses that are out in the field, its absolutely CRUCIAL for them to be able to manually approve, deny, and convert estimates to invoices without the need to send the estimate to the customer. Specifically when they might be on site with the customer at the time.
Giving the user the ability to move/change the statuses of these estimates without being behind what I like to call the "Send Wall" is a huge enhancement I think many users need 100%.
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Gary Pratten
You can already do this. When editing the estimate, click on the three dot's at the top right and click on "Mark as Accepted"
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Filip .
Gary Pratten Sadly as I mentioned, you can only do that once it has been "Sent". That option is not there when the estimate is in "draft" mode.
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Gary Pratten
Filip . So as a work around, can you not just send the estimate to yourself? Then edit it after you have marked as accepted?
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Filip .
Gary Pratten Yea that is an option! It is actually what myself and others have been doing but it is a bit of a pain when it comes to doing it on mobile, etc. Just a feature request that would make the entire process "hiccup free" as its a general feature for almost all other invoicing/estimate systems. I appreciate your reply!
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Filip .
Please vote on this if you also see the benefit. Estimates should not be locked down like this in any software. Thanks!