For the complete documentation index, see llms.txt. This page is also available as Markdown.
Sending Estimates
Send estimates to customers via email or text with customizable subject lines, body content, and follow-up settings.
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.
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:
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.
If you frequently send a similar email, consider creating it as an email template to save time.
Related articles
How Customers View & Accept
See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview.
My Customer Didn't Receive Their Estimate
Troubleshoot why your customer didn't receive their PaintScout estimate email and learn how to resend or share it directly.
Chat Overview
Enable real-time chat communication with clients directly on estimates, with email notifications and conversation tracking built in.
Auto Follow-Ups
Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.
