for client quotes and invoicing - how can I configure my side of the creation of quotes and invoices- so I can screen share virtually or in person with my client? I am creating a quote or invoice I do not want to see item type, markup, client price I only want to see specific columns like I can create in the client view. How do I do this??!!

edit my side of estimates and invoice creation.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

12 months ago

Author

Anne Caulfield

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