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• Matt Tyler commented  ·  November 03, 2010 06:41  ·  Flag as inappropriate  ·  Delete

  This would be very useful, and is the biggest thing missing for my use. I don't need a fancy estimate template, & old unused estimates shouldn't affect anything. However, when I land a job I estimated, I want to be able to pull it up & use it without re-entering the info, and more importantly create invoices for percentages of the original estimate.

• ondray69 commented  ·  April 20, 2009 21:36  ·  Flag as inappropriate  ·  Delete

  Be able to create quotes, the same way Invoices are created, except indicate "QUOTE" at the top of the sheet. Also be able to link an Quote ID to an Invoice (a Quote ID field would have to be added to the invoice). Right now I'm creating my Quotes on google Spreadsheets and then re-entering the same info into the Invoice, once the job is carried out. This would simplify the process and would be great for reporting on actuals vs. Proposals.