To not be able to change the date or delete/keep valid for 30 days, can at times ruin closing a contract in the month that you provide the estimate. For example, you meet with a family on the 5th of the month. They have plenty of time to review your estimate before the end of the month. But, since they have 30 days and a date on the quote, they can wait and come in the first part of February. Therefore, it can hurt your January #s. Please provide agents the option to change/edit/delete. Thank you!
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| I need it... | Week |
Thanks for this idea Barbara! This functionality actually already exists in our system and one of our wonderful ladies from the help desk will be reaching out shortly to show you how to use it. Thanks for the input!
DIGicon allows you to change the date for a quote under Tools > Preferences > General Settings. I've attached a screenshot of where to find this. You can adjust the number of days to what works best for you.