Attach the estimate PDF to email

This setting was previously called: Estimate PDF.

Purpose: Here you can decide whether or not an estimate is sent via email to your customer. You may want to send this or not, depending on if you want your customer to get a physical copy.

  1. Go to the profile button > settings > use search functionality or navigate via the left-handed 'Categories' area > Attach the estimate PDF to email.

  2. This setting allows you to set whether the estimate is attached via a PDF when it’s emailed. Your workflow may determine that this is not pertinent, and can be turned off here.

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  3. Check or uncheck the box, and hit save.