Edit Estimate

Login ‣ Main Page ‣ Transactions ‣ Estimates ‣ Edit Estimate.

Once you select an estimate (by double tapping) and click edit, you can start editing.

  • Select customer.

  • Customer’s email address.

  • Terms.

  • Estimate’s number.

  • Estimate’s date.

  • Estimate’s expiration date.

  • Estimate’s shipping date.

  • checklist Estimate’s lines.

  • Estimate’s images.

  • Address (billing, shipping).

  • Signature.

  • Share the pdf.

Any data changed or created, the app will ask, while exiting the page for:

  • Back, to add more changes.

  • Cancel, to discard changes.

  • Ok, to save it.

Once the data is saved, the changes will propagate to any mobile user of the app, seamlessly.

More screenshots.

Edit Estimate Address Custom Fields Signature

Edit Estimate
../../_images/editestimate1.png
Estimate Address
../../_images/editestimateAddress.png
Custom Fields
../../_images/editestimateCustomFields.png
Signature
../../_images/editestimateSignature.png