> 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 %}

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How Customers View &#x26; Accept</strong></td><td>See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview.</td><td><a href="/pages/ZGvRyHv1z0HQi5qpM3ws">/pages/ZGvRyHv1z0HQi5qpM3ws</a></td></tr><tr><td><strong>My Customer Didn't Receive Their Estimate</strong></td><td>Troubleshoot why your customer didn't receive their PaintScout estimate email and learn how to resend or share it directly.</td><td><a href="/pages/bpSZtsRM3MHqDArehnqf">/pages/bpSZtsRM3MHqDArehnqf</a></td></tr><tr><td><strong>Chat Overview</strong></td><td>Enable real-time chat communication with clients directly on estimates, with email notifications and conversation tracking built in.</td><td><a href="/pages/AaECNGnWyWmPIQcUPn9B">/pages/AaECNGnWyWmPIQcUPn9B</a></td></tr><tr><td><strong>Auto Follow-Ups</strong></td><td>Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.</td><td><a href="/pages/2OBuyoEqKDjhfhMfPpgt">/pages/2OBuyoEqKDjhfhMfPpgt</a></td></tr></tbody></table>


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