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InfoFlo Pay-KB

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Send Estimate Link to Customer

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InfoFlo Pay lets you copy and paste the estimate link so that you can send the live link from your personal. To send the live estimate link to your customer:

  1. Select Estimates from the left hand menu.
  2. Click the action button located on the right for the estimate you would like to convert.
  3. Select “Copy Link” from the action drop down list. This will copy the link to your PC, Tablet or Phone clipboard.
  4. Go to your Outlook, Gmail or whatever email client you are using. Paste the link.