Sending an estimate with a .PDF attachment is easy.


FROM THE WEB APP


Step 1: Click on an 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.


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