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:
- Go to CRM > Estimates.
- Select the check box(es) next to the Estimate(s) you want to email.
- Click the Email button at the top of the table.
- Use the email overlay to apply a Document or manually type out the email information.
- Click Send.