Add company contact name to estimate as well as company info
Hi there, I'd like the estimate to automatically pull and display both the company information and the contact's name that's been assigned to that company. Is this possible? Thanks!
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Support Staff 1 Posted by Seth B on 14 Sep, 2013 09:56 PM
Hi Lauren,
Our default estimate template already displays company name - but it's impossible to display the contact name for the person viewing it or that you're sending it to.
Sorry for that.
- Seth