How do I Send Estimates PDF to Clients?

Updated on February 7, 2018 09:10PM by Admin

Estimates app allows you to create Estimate report in PDF format. You can send these PDF to your clients.
Lets take a look at the steps

Steps to Send Estimates PDF to Clients

  1. Log in and access Estimates App from your universal navigation menu bar. 
  2. Click “By Status” and select “All” from left navigation panel.
    all under by status
  3. You can view all estimates in the dashboard.
  4. Select your preferred estimate and click on "More Details(...)" icon.
    select preferred estimate
  5. The estimate's overview page will be displayed. Click on "Send" button.
    click send button
  6. The Compose page will be displayed, where you can also provide “Internal Attachments” and “Email association”.
    send estimate pdf
  7. Finally, click “Send” button to complete.

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