Sending an estimate with a .PDF attachment is easy.
β
FROM THE WEB APP
βStep 1: Click on an estimate to view.
Step 2: In the header look for the "Send" button.
Step 3: Select "Attach PDF".
Step 4: Send & done!
β
FROM THE MOBILE APP
Step 1: Tap on the estimate to view.
Step 2: Tap on the "Send" button at the top of the screen.
Step 3: Toggle the "Attach PDF" option.
Step 4: Send to your client.