Send an estimate

Email an estimate to your customer, or copy the link to the estimate’s web page. You can send an estimate only after it’s saved.

Email an estimate

1. Open the saved estimate.

2. Select Send estimate.

   The Send email panel opens.

3. Select at least one email recipient.

   1. Under Customer emails, select the addresses to send to. The customer's primary email is marked.
   2. To send to an address that isn't saved for the customer, select Send to a different email address and enter one address. To save it to the customer's profile, turn on Save to customer profile.
   3. To get a copy yourself, select Send me a copy. Your copy is sent as a blind copy (BCC), so other recipients don't see you on the email.

4. Under Estimate email settings, choose what to include in the email. At least one option must be on.

   • Link to web view: Includes a link to the estimate’s web page.
   • PDF attachment: Attaches the estimate PDF, along with any files on the estimate’s Attachments tab.

5. Select Send email.

Copy the web link

1. Open the saved estimate.

2. Select the arrow next to Send estimate, then select Copy web link.

   The link to the estimate’s web page is copied to your clipboard.

What happens after you send

When you email a Draft estimate or copy its web link, its status changes to Pending. Sending an estimate or copying its web link doesn’t change any other status.

If you send the email only to yourself, the status doesn’t change and the estimate isn’t marked Emailed.

Once the estimate is emailed, Emailed appears next to its status. Hold your pointer over Emailed to see when the estimate was first emailed.

Send an estimate again

Editing an estimate doesn’t notify your customer, but your changes appear on its web link right away. To notify your customer of the changes, send the estimate again.