A finished estimate is one click from your client's inbox — and everything that happens after it lands is tracked on the same page.
Send it
Email — sends the estimate to your client and moves it from Draft to Sent. The Email Tracking tab keeps the record.
PDF — download a copy to print or attach yourself.
Before it goes out, give the numbers a last look — Add Discount, the tax line, and Add Deposit (to require money down on approval) all live right on the estimate, and anything with a dotted underline is editable.
After it lands
Your client reviews and approves it online. Questions come through the Client Conversation at the bottom of the page — replies are emailed to them, and the thread stays attached to the estimate. Watch the status change as things happen: Viewed, Approved, or Changes Requested.
Note:Tags on an estimate are internal only — clients never see them.