Title PDF proposal on signed jobs as "Contract" rather than "Estimate"
This user would like the title of the PDF version of his proposals to update to "Contract" once the job is sold, so that he can present this document to the insurance company as a contract, rather than as an estimate.
1
vote
AdminGeorge Copsey
(Product manager, Enphase Energy )
shared this idea
When a job is listed as “Won” (either by electronically signing the proposal or manually updating the job status), the PDF proposal will now be titled “Contract” as opposed to “Estimate”