Send Estimate Emails from the Estimate List

The Estimates List gives you the option of selecting one or multiple Estimates and sending them by email. This is often referred to as sending a bulk email. Sending Estimate emails in bulk can save you some time if you are creating a high volume of Estimates that need to be emailed. To do this, use the following steps:

  1. Go to CRM > Estimates.
  2. Select the check box(es) next to the Estimate(s) you want to email.
  3. Click the Email button at the top of the table.


  4. Use the email overlay to apply a Document or manually type out the email information.
  5. Click Send.
Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?