Sending Estimates to Clients
To send an existing estimate, select the estimate you wish to send from your list.
Tap the Send Estimate button.
Choose Sending Method:
Send by Email:
Select the Send by Email option.
An email window will open with the estimate attached. Enter the recipient’s email address and any additional message, then send the email.
Send Link:
Select the Send Link option.
A shareable link to the estimate will be generated. Copy the link and share it with the recipient via your preferred communication method.
Send PDF:
Select the Send PDF option.
The estimate will be downloaded as a PDF file. You can then share the PDF manually via email, messaging apps, or other methods.