How do I create a Cost Estimate PDF?
This article covers the procedure for providing your Customers with a Cost Estimate.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
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- Open the appropriate Order and click on the Files menu to create a cost estimate.
- From the Files menu, select Manage Files.
- From the side pane, click Create cost estimate.
- Notes or images from your Order will automatically populate. Select any notes or images to include with the cost estimate and click on Generate file.
- The Cost Estimate will appear in the Files menu of the Order.
- To email the Cost Estimate, scroll to the customer profile, click on the Gear and select Send Email.
- After composing your message or selecting an available Snippet, select the cost estimate file under the Attachments tab and click Send.
