How do I Send Estimates PDF to Clients?

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.
   
3. You can view all estimates in the dashboard.
4. Select your preferred estimate and click on "More Details(...)" icon.
   
5. The estimate's overview page will be displayed. Click on "Send" button.
   
6. The Compose page will be displayed, where you can also provide “Internal Attachments” and “Email association”.
   
   
7. Finally, click “Send” button to complete.

Related Links

• Convert estimate into work order
• Convert estimate into a project
• Convert estimate into an order
• Convert estimate into an invoice