Hello!

I have set up a base estimate to use as a template for other estimates. I have been using this method for task based estimates and it has worked out great. I set up a base estimate using Products, and when I create a new estimate and import in the items from the base template, the product prices are imported at a $0 cost.

Can I preserve the product costs somehow? Or is there a way to set up products? Or is it with every estimate that includes products, we have to key in the price every time?

Any assistance would be greatly appreciated!!

Hi Heather. I understand why that would be an issue for you.

It sounds like a small workflow issue. I’ve noted it and will look into it ASAP.

Any news on this issue?

Thanks!

Not yet, sorry. It is on my list of “interaction issues” to look at. I’ll get to it ASAP.

I’m interested in this, too. I typically do “mixed” estimates with products, tasks and even general items. Obviously I’d like to bill for ALL of these!

Thanks for the help! (love the app!!)