Estimate Beta

When customers get the pricing/quote, they usually want a copy of the floor plan and elevation to confirm what they are buying. Right now I attach the "Report PDF" which has this information. I take screen shots and attach as images.

I exported the estimate to a PDF and noticed that The client's name appears in the area where my company information should appear. It looks like the client owns my company. I see "Submitted by: Cesar A. Palacio-Yance". The opening statement and closing statement title should not appear since I didn't select or add something in the settings. At the bottom is my company address; the ZIP Code is after the state. It should be an option not to include the country for exporting or printing the estimate.

I first noticed that the order to enter the address information is unlike the standard; usually, "Standard" is Street, Apartment, or Suite # (An optional blank field), City, State, ZIP Code, and Country. The second thing I noticed is there is no field for the state. Also, it should be another address field called "Work to be performed at." Sometimes, I submit estimates to realtors; the address for billing is the realtor's address, and the work will be performed at a house to be sold or sold by the realtor. Even there are clients who own a few properties.

The opening statement keeps the paragraph spacing. The closing statement does not keep spacing when sent to the PDF format.

My price lists show only my products. When I add items to a quote, I select my price list. When open, it has all items from all price lists. I can scroll down and find my items but there are hundreds of items that are not supposed to be there. It works but it is very confusing to scroll through the extra items.

Right now, all categories get the cost per square inch. It would be good do decouple Misc. at some point. As an example, I use $200 per cabinet plus x per square inch.

The total of the group is not updating without refreshing the page. Not a big deal but worth mentioning. I have also had issues updating the group descriptions but refreshing fixes it.

Is there a way to add items directly to the group or do they each have to be individually dragged into the group?

It would be logical to be able to group the items in the pdf "by room".

The "select reference" is super cool. But can I pick more than just one room without choosing the entire floor or the entire project? EG paint ceilings in two out of the three rooms? Thanks!