Sign in to participate

Be Kind, Be Helpful

Ask a question, answer a question, and get to know the fine people in the Harvest community.

Forum powered by Altered Beast
This is a Locked Topic in Feature Requests
Icn_locked_16px

Need an option to "Include a PDF version of the estimate" when sending by email

Avatar

I would like an option to “Include a PDF version of the estimate” when sending an estimate by email. There is an “Include a PDF version of the invoice” option for invoices sent by email. It seems odd that there is no counterpart for estimates.

Now, I know that the customer can get a PDF by visiting the estimate link in the email, but I’ve removed this link because I don’t want customers going to the harvest website to view the estimate. Our customers typically approve an estimate (which I have renamed as “quote” in the translations configuration) by sending us a Purchase Order that references the Quote ID. So, the customer needs the quote as a PDF, so that their purchasing department can place the order. And, I don’t want my customer to have to do an extra step (visit the harvest site) to get the quote in PDF form.

Thanks,

Avatar

Hi Jim! Thanks for your feedback, and I’ve made a note that we should add this to our estimate section.

 
Btn_locked_topic