After creating an estimate for your customer, you can quickly send the estimate to the customer for approval.

To do this on the web portal, first open the estimate details. 

Click the 'send' button near the top of the screen. 

A preview window will appear so you can view the estimate in the format that your customer will see. Confirm that all of the information is correct, then hit the 'send' button in the bottom right.


The send status will be updated once the email has been sent.

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