> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/estimating/sending-and-acceptance/sending-estimates.md).

# Sending Estimates

PaintScout sends estimates to customers via email or text message with a customizable subject line, body content, and follow-up schedule. Click the **Send** button to get started.

<figure><img src="/files/fCRHcgSd3PZWdIXvANny" alt="Screenshot showing the Send button on the estimate page"><figcaption></figcaption></figure>

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.

<figure><img src="/files/ol7jbEaiYBjCuBhD02XR" alt="Screenshot showing the send estimate pop-up with email settings on the left and estimate preview on the right"><figcaption></figcaption></figure>

Within this window you can customize:

* **Recipients** — edit the customer's email or add additional recipients.
* **Text message** — toggle the slider to also send via text.
* **Email content** — personalize the subject and body.
* **Follow-ups** — customize or disable follow-up messages for this estimate.

Once you are happy with the email and your settings press the **Send Estimate** button.

<figure><img src="/files/Y8JDM2obvqWnu2dkGMqQ" alt="Screenshot showing the Send Estimate button and email customization options including recipients, subject, and follow-ups"><figcaption></figcaption></figure>

{% hint style="info" %}
If you frequently send a similar email, consider creating it as an [email template](/support/email-and-communication/email-settings/how-to-create-an-email-template.md) to save time.
{% endhint %}

## Related articles

* [How Customers View & Accept](/support/estimating/sending-and-acceptance/how-customers-view-accept-estimates.md) — See the customer experience after an estimate is sent.
* [My Customer Didn't Receive Their Estimate](/support/resources/frequently-asked-questions/my-customer-didnt-receive-their-estimate.md) — Troubleshoot delivery issues and resend the estimate.
* [Chat Overview](/support/email-and-communication/email-settings/chat-overview.md) — Use estimate chat for real-time client communication.
* [Auto Follow-Ups](/support/email-and-communication/email-settings/auto-follow-ups.md) — Automate email and text follow-up reminders.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.paintscout.com/support/estimating/sending-and-acceptance/sending-estimates.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
