Sending an estimate or quote to a customer

  • Go to the 'Estimates' tab.
  • Click on the cog wheel of the particular estimate you wish to email to your customer and select 'email estimate' link as shown in the image below:
  • send estimate

  • Clicking on the 'email estimate' link opens the 'Send estimate' window. See image below.
  • estimate attachment

Change the e-mail message if required.

'To' address is the e-mail address of the contact person you have specified for the customer. If no contact e-mail address was provided, this field will be left blank and you need to specify an e-mail address.

You can attach an associated document like sales order, a project document, etc. to an estimate. To do this, click on the 'Attach a file' link below the e-mail message box and browse your local folders to select the document that you want to attach. The document size should not exceed 10 MB.

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