Improved Document Editing

Now it's even easier to customize your job documents! Adjust the visibility settings directly on the document preview and see changes real-time. Add items to customer orders by pulling them from your budget, creating brand-new cost items, or copying items from your catalog. Once the document is approved, all new cost items will be automatically added to your job budget! Also leverage the new write-in feature on cost items to give customers the ability to update the description, quantity, and files for an item.