How do I send a proposal so that the customer sees the final total amount and not the complete estimate breakdown?
To send a proposal to the customer with only the Final Amount Total, you would need to choose the Lump Sum Total Only template. To do so, go to the Menu and select Estimates.
From here, scroll down to the bottom right and click on the actions drop down and choose View PDF. Click on the drop down and then choose the Lump Sum only template to show just the total without the breakdown.
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