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Template layers need to be useful in Manage Estimates AND Create Bid...currently NOT.

Currently, if user creates template layers, they are only pulled into a new estimate if the estimate is initiated in Manage Estimates. If user attempts to create an estimate from the Create Bid screen, any template layers that have been created are useless. They should be available regardless of where the estimate is being created. This will improve efficiency for any user who uses templates. 

  • Tony Ford
  • Jan 31 2018
  • In Review
Company H&S Roofing; H&S Construction
Job Title / Role VP of Sales
I need it... Yesterday...Come on already
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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