We do hundreds of estimates each month for customers.   While quoting in Softbase is nice, we would like to find a more efficent way for our service writers to enter the estimates without necessarily having to fill out detailed part numbers, etc.  for each part of the job.

Currently they use Excel to produce a very basic template that our customers seem to really like.  We are really looking to find a way to store something like this within Softbase, wherein it is linked to the customer number and unit number.

See attached examples.