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How Do I Send An Estimate As A .PDF
How Do I Send An Estimate As A .PDF

Sending, printing, or downloading an estimate as a .pdf.

Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

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" button.

Step 3: Select "Attach PDF".

Step 4: Send & done!


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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