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Sage Construction Management Ideas Portal
Status Future consideration
Created by Carl Lyles
Created on Sep 20, 2024

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

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 of the "Sent Emails" include information as to which of the "linked files" were sent.

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