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Viewed Estimate Notification

I think it would be great if you could get a notification/zap when the customer views the proposal. If I got a text/email letting me know they are looking at it, I could call right then when they are in the mood to discuss.

Status: Completed3 comments

Comments3

  • Emerson Steinke

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    Mar 17, 2025

    yes this would be great for the sales teams

  • Dave Kelly

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    Jan 25, 2025

    Hope they can add this feature. I said the same thing it would be nice to be notified by text when someone views, accepts, declines their proposal and not have to manually go into app and hit activity to view. That was 1 great feature Estimate Rocket has

  • Marlon Miranda

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    Jan 24, 2025

    yes this is a great feature