Accessing the Screen

From the Edit Estimate screen, click the Email button.

Screen Options

1. Contact (Email To)- Select the customer contact that should receive the email.
2. More- Click the link to show the Additional Emails, CC & BCC fields.
3. Email Template- Select the Email template to auto-populate the Subject and Body of the email. The email template is merged with fields from the Customer and Estimate tables.
4. Estimate Template- Select the version of the Estimate .pdf that should be included as an attachment to the email.
5. Preview- Preview the Estimate .pdf before sending.
6. Email Subject
7. Email Body