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Ability to turn a estimate into an invoice without the customer having to sign and accept is a must!!!!

Status: Completed7 comments

Comments7

  • DripJobs Support

    Team•

    Feb 18, 2025

    This is done :)

    • Sarah Herzberg

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      Feb 18, 2025

      Thank you!!

  • Hannah Bradford

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    Feb 10, 2025

    I can usually move it over manually, but then it doesn’t show as a sold job in my metrics and my closing rate is completely off

  • An Anonymous User

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    Feb 9, 2025

    Agreed. I honestly thought this was something I could already do.

  • Sean Davis

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    Jan 24, 2025

    We have a lot of older clients who get confused at the digital contract and will instead just print it out, sign it, and mail it to us. The ability to go in and accept for them would be very helpful to move the job to the next stage.

  • David Nanninga

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    Feb 28, 2024

    Yes, I just "signed" a proposal on a customer's behalf by writing "email" and they were confused and potentially upset.

    With that said, you could just create a separate invoice...but it's time-consuming to have to basically copy all the line items over from the estimate.

  • dpoleyestewa

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    Feb 6, 2024

    Agreed! We have some customers that just don't get the 'click on a button' acceptance and they just verbally tell us. It's not too frequent but the ability for us to hit 'accept' for them is needed.