to Cashboard

Home → Document Templates →

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

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

  • New Issue

  • Conversation Started

    A conversation has been started with the Cashboard staff to resolve this discussion.

  • Close the discussion

Private Permissions

This discussion is private. Only you and Cashboard support staff can see and reply to it.

Public Permissions

This discussion is public. Everyone can see and reply to it.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

27 Dec, 2019 12:55 AM How to attach a pdf document to invoice and estimate?
14 Dec, 2019 12:41 AM Stripe asking me to upgrade to latest API
10 Dec, 2019 07:56 PM Site Down
05 Dec, 2019 08:16 PM task list popup suggestion -- sort by newest-first
26 Nov, 2019 04:52 PM Reporting on PO Numbers

Recent Articles

Accepting credit card payments with Authorize.net
PayPal Integration
Template variable reference
Introduction to Cashboard templates
CSV data import