Web Dashboard: Email Estimates

1. Click on Estimates. 

 

2. Choose the Estimate you want to send and click the envelope icon. 

 

 

3.  If you don't have an email address for your customer, a screen pops up for you to enter the email address.  This email is automatically saved as the contact for the customer.

 

4.  Once you click Done on the previous screen, or if you already have an email for your customer, you are presented with this screen.  If you want to change the email address, or add someone else to the message, click on the email address listed.

 

5.  To add another email address, insert a comma and add the 2nd email address, then click Done.

 

6.  If you want to add additional people as CCs on the email, click on the Add CCs link.

 

7.  Enter each email address, separated by a comma, then click Done.

 

8.  If you want to edit the message that is sent to your customer, click on Edit Message.

 

9.  Make any changes to the message, then click Done.

 

10.  Click the Send button to send the email.

 

11.  Your estimate has been sent!  Click on the "X" to close this window.

 

12.  On the Estimates page, click on the Refresh icon, and you will see the status of the estimate is now Sent.