When you are ready to send an estimate to your customer, start by clicking the Send button.
A pop-up window will appear:
On the right, you can view how the estimate will look when you send it. If you would like to preview the full estimate with additional presentation pages you can click the drop-down beside the send menu and select preview.
On the left, you can edit your email message and other settings before sending it.
Within this window you can customize a few aspects:
Edit the customer's email or add additional recipients.
Choose whether to also send the estimate via text message by toggling the slider to green.
Personalize the subject and body of the email as needed.
Customize or disable follow-up's associated with the estimate.
Once you are happy with the email and your settings press the Send Estimate button.
💡 If you frequently send a similar email, consider creating it as an email template to save time. +Learn More