Send Estimate to Email


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To email an estimate go to the list of estimates page .

  • Click on the estimate number and the estimate should show up on the right side.
  • Click on the envelop icon and a modal should pop up

The system automatically populates the email address of the primary contact of the customer. You can always select a different email from the drop down list. The system also populates an email template that you predefined in Settings > Email > Email TemplatesSend estimate to customer