Estimate Document - Send Estimate Emails Without PDF

When you create a new Estimate Document, the PDF is attached to the Estimate Email by default. If you want to send Estimate Emails without an attachment, follow these steps:

  1. Go to Settings > Documents.
  2. Select an Estimate Document.
  3. Change "Include PDF in Email" to No

    mceclip0_-_2020-12-02T100431.006.png

  4. Click Save.  

 

 

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?