Display Public Notes on webquote and PDF proposals
This user would like to record Public Notes on his Roofgraf projects. These would track interactions with the customer and would populate a Comments section on the webquote and PDF version of the proposal. This would be useful when presenting the proposal to the Homeowner, to keep a record of their interaction and settle any disputes, and also when presenting to the insurance company.
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AdminGeorge Copsey
(Product manager, Enphase Energy )
shared this idea