Attach the estimate PDF to email

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.