My ideas: Proposals, Reports, Logs, Exports

Clients are wanting to see the items listed in order entered rather then grouped by cost code.

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code

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.

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.

I need a report that should already be available. There needs to be a report of the current estimate by lead including these columns, cost code, description, quantity, units and rates for each of these, (Material, labor, equipment, Sub and other),...