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How To Send An Estimate and Include Custom Content

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To send an estimate:

  1. Click the action button located on the right for the estimate you would like to send.
  2. Select “Send Estimate” from the action button.
  3. A new window will load with the pre-populated content:
  4. From here you can customize the content of the email. However, please do not change the estimate link shown in red below as this is link for the customer to click on to view and accept their estimate.
  5. When ready click the “Send” button.