How can I save a copy of an Estimate sent to a Client? How can I save a copy of an Estimate sent to a Client?
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How can I save a copy of an Estimate sent to a Client?

Julia Julia

To keep a copy of the Estimate, double click on the Estimate listed under 'Past Estimates' and then select the 'Save to Downloads' button.

IN Daylite>Opportunities>Estimates>select Past Estimates

In Daylite slect to email or download an estimate

This will save the Estimate to the Downloads folder. The Shortcut for the Downloads folder should be available on the Dock. If you do not have the Shortcut available on the Dock, then you can navigate to the following location: Finder > Downloads

 

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