Send a quote to a customer

Send a Quote to a Customer

When a new estimate it created, the system will prompt the user to email the quote to the customer. However, quotes can be sent to the customer via SMS or email at any time by following the below steps:
  1. Go to the estimate
  2. Click SMS
  3. Select SMS Estimate
  4. Press Send

Alternatively,
  1. Go to the estimate
  2. Click Email
  3. Select Email Estimate
  4. Press Send

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