You will have emailed the client a proposal they can accept online.
Before you start
You need permission to send estimates. The estimate must be a draft, sent or viewed one.
Steps
- Open the estimate.
- Choose More actions → Send.
- Confirm "Email this proposal to…".
What you will see
A draft becomes sent and the client gets an email with the PDF attached and a View proposal button, in the site's language. The success message names the address.
If something goes wrong
- The success message appears even if the mail system is off or fails, because sending is not checked for delivery. If the client says nothing arrived, check the mail settings and use Copy proposal link to send the link yourself.
- Send again at any time on a sent or viewed estimate; it emails the same link and does not change the status.
- Accepted, declined, expired and converted estimates cannot be sent.