How do I email an Estimate to a Client? How do I email an Estimate to a Client?

How do I email an Estimate to a Client?

Julia Julia

From within an Opportunity, view the Estimate section.

Click on the 'Create Estimate' button.

You will see a Preview of the estimate. Checkmark the checkbox 'Attach to new email message' and click on the 'Create' button.

This will create a new email message with the Estimate as a PDF attachment.

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