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.
- Go to system settings > Estimate PDF.
- 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.
- Check or uncheck the box, and hit save.