Linked documents

[shephardservices]

When you link a doc to an estimate, invoice… can this be viewed by the customer?

Sam

[QFSteve]

Hello Sam

Yes, see the example from my test account below.

If you view the clients record and click “Impersonate Client” you can see what they see when they log in.

Click on the Estimates tab and view the Estimate.

[shephardservices]

Thanks Steve. Aslong as you only save quote as draft and don’t send you can then save docs without showing customer which is fine

Thank you