Question : Why my custom fields are not visible on accept and download estimate?
Answer : You would need to make sure the "Show Externally" Field is marked as checked under PJM Admin > Settings > Custom Fields > Edit Custom Field.
If the Show Externally is marked as checked then it will also appear in the Estimate confirmation page after you click on accept quantity just in case any changes needs to be done.
Also when you download the estimate you will be able to see the column for the custom fields if the option is checked.
Article ID: 1699, Created: February 7, 2020 at 1:23 PM, Modified: February 7, 2020 at 1:27 PM