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Attach the estimate PDF to email
Attach the estimate PDF to email
Updated over a month ago

This setting allows you to decide whether or not an estimate is sent as a PDF attachment via email to your customer. Depending on your workflow, you may choose to send the estimate digitally or keep it as a physical copy.


View Setting

➡️ Go to Profile Button > Settings > Attach the Estimate PDF to Email > View


Configure Estimate PDF Attachment

  1. Check or Uncheck the box to decide if the estimate should be attached as a PDF when emailed.

  2. Click Save.

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