Proposal Email

Edit Proposal Email – Main Menu Options Tab When you have created an Estimate for a customer, you can send them a PDF of the proposal with a personalized email message containing basic information about the design you have created for

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Print this Customer’s Work Orders

Print this Customer’s Work Orders prints all work orders that contain the same date and customer number (except for those checked as ‘estimate’ or ‘hold’). This is the fourth grey button in a column down the left side of work order

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Print Documents Side Bar Button – Work Order File

Clicking the Print Documents button gives choices for printing of numerous documents.

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