Skip to main content

How do I send an estimate to a client?

Send estimates by email and track client actions: approve, decline, or request changes.

T
Written by Taj Shahrani
Updated yesterday

Open the estimate > review the preview > click Send Email. Customize the message if desired and send.

The client receives an email with a link to view the estimate online, where they can:

  • Approve (and pay any required deposit)

  • Decline (with optional reason)

  • Request changes (with a comment)

Track email status (sent, opened, clicked) from the estimate's Tracking tab.

Did this answer your question?