Sending an estimate with a .PDF attachment is easy. But sometimes it is necessary to print or download the .PDF to send it from an outside account. This is especially helpful with some institutions that do not allow emails with links to be opened by their staff.
FROM THE WEB APP
Step 1: Click on the estimate to view.
Step 2: In the header look for the "Send" and/or "PDF" button.
Step 3: Select "Attach PDF" or Download & Save the PDF.
Step 4: Share with your client.
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.