How to Send an Estimate to a Customer

You can send the estimate to the client in several ways:

1. sending to the client email using the email template.

2. sharing a link to the estimate preview.

3. printing or saving the estimate in PDF.

Sending via an Email

The message template is set by default. You can edit it in the Portal Settings → Organizations. Use variables to auto-select the client name, organization name, estimate expiry dates, and so on.

When sending, select/add the recipient or recipients. If necessary, change the text of the email.

Sending estimate via email

After emailing the estimate, its status will change to Sent.

Please note: The recipient of the estimate can respond to the received email. The user who sent the letter will receive an answer to his/her email.

Sharing a Direct Link

To share a direct link to an estimate, mark it as sent:

After that, a link appears, which you can copy and send to the client.

The customer will be able to see the estimate through the link, print it or save it to PDF.

Printing and Saving in PDF

You can print or save the estimate through the button with three vertical dots in the upper right corner.

Remember to mark the estimate as sent after that.

You can filter the list of estimates by the following statuses:

● Draft — estimate is created, but not sent to the customer yet.

● Sent.

● Accepted or declined.

● Invoiced.

● Expired — if the estimate expiry date arrived.