Update Proposal Downloads to Include Change Orders | Feature Requests

Update Proposal Downloads to Include Change Orders

planned

Kirk Chisholm

We're going to update all the PDF downloads on a proposal to give you the option to include any approved change orders. This way the download is current to anything that has changed.
PDF - Client Version
PDF - Installer Version
PDF - Invoice Version
PDF - Pick List
.CSV - Proposal Data File

April 14, 2025

Kirk Chisholm

Merged in a post:

Add Change Orders on Invoice PDF

Peter Friesen

Would like to see the invoice PDF updated as Change Orders are accepted. Currently it only reflects the original proposal and you have to download the Change Order's Invoice PDF separately.

April 14, 2025

Kirk Chisholm

marked this post as

planned

Jeff George

This is something that should already be available. Instead of staying inside of the Portal universe to download and forward emails to clients to keep things easy, I have to create invoices to include the change orders.

PLEASE add this feature soon.