Add a "Send Quote" feature that allows me to send a quote to all Builders on the project
I would like a way to send my PDF quote to all Builders who are tendering a project within the EstimateOne application. It would also be good if I could be prompted to send my quote to any new Builders who were not on the project when I sent my quote.
You can now send quotes through EstimateOne! You can choose whether to send it to one or all builders, and even see when it’s been accessed by the builder at the other end. Neat!
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Steven commented
I can't seem to find this feature. Could you please direct me to this.
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Akshay commented
Can we add a cc email address when we send out these quotes?
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ross mason commented
A send quote tab that will send to all builders tendering that project
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anonymous commented
Also it would be good if it showed on the website that you have submitted a quote