I would like to send the estimate to several recipients. How to proceed ?
Once on the estimate, click on Send. You can then enter the email addresses of all the recipients by separating them with a comma or semicolon.
I would like to receive a copy of the estimate, is it possible?
Of course! Simply check the box ‘Send me a copy in BBC’ when sending an estimate.
I prefer to send the estimate from my email, how do I proceed?
You can download the document (In PDF format) and attach the file to your email.
Is it possible to know when the customer received / read my estimate?
Go to the Estimates tab and then History to see where your contact is at with your estimate.
Can I modify an estimate that has already been sent?
Yes. Just go to your archives and select the estimate you wish to change. Modify it as you would like and leave it like that or resend it to your contact.
My estimate has been accepted! now what?
Hooray! Simply click on ‘Convert into Invoice’.