{"id":30512,"date":"2025-02-23T14:27:41","date_gmt":"2025-02-23T14:27:41","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%b9%d8%b1%d8%b6-%d8%a7%d9%84%d8%b3%d8%b9%d8%b1-%d8%b9%d8%a8%d8%b1-%d8%a7%d9%84%d8%a8%d8%b1%d9%8a%d8%af-%d8%a7%d9%84%d8%a5%d9%84%d9%83%d8%aa%d8%b1%d9%88%d9%86%d9%8a\/"},"modified":"2025-02-23T14:31:05","modified_gmt":"2025-02-23T14:31:05","slug":"sending-an-estimate-via-email","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-an-estimate-via-email\/","title":{"rendered":"Sending an Estimate via Email"},"content":{"rendered":"<ol>\n<li>Click on\u00a0<strong>\u201cSales\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li>Click on\u00a0<strong>\u201cManage Estimates\u201d<\/strong>.<\/li>\n<li>Click on the estimate you wish to send to the client.<\/li>\n<li>Click on the\u00a0<strong>\u201cSend via\u201d<\/strong>\u00a0button.<\/li>\n<li>Click \u201c<strong>Email<\/strong>\u201c.<\/li>\n<li>Ensure the email address is added to the client\u2019s data.\n<ul>\n<li>For more details, refer to the guide\u00a0<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\">Adding a New Client<\/a>\u201c<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li>Enter email details:\n<ul>\n<li>Set the email subject, body, and supplier email addresses using the formatting tools, or select one of the available email templates.\n<ul>\n<li><strong>Note:<\/strong>\u00a0For more details on the ready-made email templates, refer to the guide\u00a0<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/pre-made-email-templates\/\">Pre-made Email Templates<\/a>\u201c<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li>Click on the\u00a0<strong>\u201cChoose File\u201d<\/strong>\u00a0button to attach files to the email.<\/li>\n<\/ul>\n<\/li>\n<li>Click on the\u00a0<strong>\u201cSend\u201d<\/strong>\u00a0button.<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2154],"tags":[2294,2937],"class_list":["post-30512","tutorial","type-tutorial","status-publish","hentry","category-estimates","tag--en","tag----en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sending an Estimate via Email - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-an-estimate-via-email\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending an Estimate via Email - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cSales\u201d\u00a0from the main menu. 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