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Estimating, RFP, Proposals (Pre-Construction)

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Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 2 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.
Guest about 1 month ago in Proposals, Reports, Logs, Exports 0 Needs review