Link Existing Invoices & Estimates to Opportunities
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Bryce Claudin
Currently, you can only create NEW estimates and invoices on opportunities.
If you create them from the contact view, they won't show up on the opportunity. Let's say you accidentally create an estimate from the contact view or the dedicated estimate section—you have no way of associating that estimate with an opportunity. While the contact view shows all associated estimates and invoices, there's no option to attach them to the opportunity after they're created. This forces you to always remember to create them directly on the opportunity.
Fix: Allow linking of invoices and estimates created from any view to the corresponding opportunity, or automatically show the estimates and invoices on the opportunity regardless of where they were created.
(P.S this also means it is NOT possible to create estimates from the mobile app. Currently, you can't even create an estimate from an opportunity. soooo)
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Brad Bush
seriously, why does this even need to be requested. This is and always has been among the most obvious of required, basic functionalities. Wasting user time to have to ask for something so glaringly obvious is just a great example of the malpractice of the GHL dev team not applying any intelligence to plotting a roadmap and relying entirely on flavor-of-the-second crowdsourcing, which is just an exercise in random roadmapping. What a horrible CX.
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Keith Besherse
Thank you Brad Bush. This is what I have been trying to say Shaun Clark. Shivam HighLevel Chase Buckner
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Vince Cavin
Definitely need this for tracking.
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Bryce Claudin
Consider upvote so we can get things moving 😉