“Exclude from Budget” Setting for Preliminary Documents

Send preliminary documents, such as ballpark estimates or pre-contract selections, to customers without impacting the approved budget. By toggling the “Exclude from Budget” setting on Customer Order documents, you can easily can provide rough estimates or gather pre-contract choices while keeping budget items unapproved until a final contract is signed. This helps streamline the process by allowing customers to review and approve preliminary details, without prematurely locking in costs.