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How do I Customize the Actions in the Estimate sent to my Customers?
Updated on August 31, 2020 07:19AM by Admin
This feature allows you to customize (enable or disable) the actions, which will be reflected in the estimated proposal sent to your customers.
For instance: If an employee does not want his customer to negotiate the estimate sent, then the “Request Change” button can be disabled by sliding the toggle OFF.
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Let’s go through the following steps.
Steps to Customize Actions in the Estimate Sent
- Go to Estimates App.
- Click on “More (...)” icon -> “Settings” -> “Estimates” -> “Customer Actions”.
- In the Actions page, slide the toggle OFF for “Request Change”.
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- The changes made will be auto-updated.
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- Now, when an estimate is sent to your customer, he will not view the “Request Change” button.
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