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Sending an Estimate via Email

  1. Click on “Sales” from the main menu.
  2. Click on “Manage Estimates”.
  3. Click on the estimate you wish to send to the client.
  4. Click on the “Send via” button.
  5. Click “Email“.
  6. Ensure the email address is added to the client’s data.
  7. Enter email details:
    • Set the email subject, body, and supplier email addresses using the formatting tools, or select one of the available email templates.
    • Click on the “Choose File” button to attach files to the email.
  8. Click on the “Send” button.