I’m building the ability to send estimates! This is on staging at the moment, but when you say
“Create an estimate for Casey Christianson titled all services
line item 1 is exterior window washing for $199
line item 2 is interior window washing for $119
line item 3 is basic tracks and sill for $99”
-You get one confirmation as usual.
Do you guys like the idea of Xecute finalizing the estimate and saving it to drafts (with links) with this follow up question ? “Do you want me to send it over to the customer?”
- this just requires a 3rd message to be sent to Xecute for it send it over
OR
If confirmation message looks good and you say yes, we just go ahead and send the estimate immediately ?