"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
Jul 7, 2025
FYI kis discovered this already exists it is called EstimateDescription
FYI kis discovered this already exists it is called EstimateDescription