Send estimate

Use Send Estimate to quickly share your project estimates with clients, ensuring fast and professional communication. 

How to send an estimate?

Type 1( through scratch)

Step 1: Select client> specific client> estimate> create estimate.

Step 2: Select the estimate type as start from scratch and click on "proceed".

Step 3: Enter all the details in the estimate and click on action.

Step 4:  

Select compose email and click on "send"

Mail will be sent to the client.

Type 2( through templates)

Step 1: Select client> specific client> estimate> create estimate.

Step 2: Select the estimate type as start from template and click on "proceed".

Step 3: Choose the template by using category, sub-category and template, click on "proceed".

Step 4: Change the estimate according to your needs, click on " action".

Step 5:  

Select compose email and click on "send"

Mail will be sent to the client.