How to Send an Estimate to a Customer

Overview
Email your saved estimate directly to the client for approval.

Steps

1. In Finance > Estimates, locate the estimate row and click the “⋮” Action menu.

2. Choose Send.

3. In the Send Estimate dialog, select the Client (with email) and click Send.

4. The status changes to Waiting (Sent).

Tips

• Confirm your company’s email settings under Settings > Email to ensure deliverability.

• Include a personalized message in the email template to improve engagement.

Troubleshooting / FAQs

• Q: Client reports they didn’t receive the estimate email.

  • A: Ask them to check spam/junk. Verify your SMTP settings and resend.

• Q: I can’t click “Send.”

  • A: Make sure the client record has a valid email address.