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Add company contact name to estimate as well as company info

Lauren Libke's Avatar

Lauren Libke

14 Sep, 2013 09:01 PM

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!

  1. Support Staff 1 Posted by Seth B on 14 Sep, 2013 09:56 PM

    Seth B's Avatar

    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

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