Save estimate versions
It would be incredibly helpful to be able to save versions of estimates.
for example everytime I send a proposal, I would want to save a snapshot of the estimate. that I could revert back to.
We might do multiple estimate revisions before we get to contract.
currently I have to make a copy each time and the proposal details dont always copy over.
It would be nice to just save a snapshot each time.
The ability to automate some snapshots would be great., ie everytime a proposal is sent a snapshot is made.
Anytime a proposal is accepted a snaphot is made.
etc
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Comments2
Melissa Imler Randolph
Sep 10
I scroll up in my chat history and locate the version I want and open it from there. I hope this helps!
Ethan Forns
Sep 14
I do not see any versions in the chat history.