Search Knowledge Base Articles

Send Estimate to Email

Clorofile have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimate simple uncheck the checkbox Attach Estimate PDF

After sending the estimate to the customer if you want to send again the estimate there will be another email content. Becuase the initial estimate is already sent. Now the customer  maybe want the estimate again and in all cases this content will be different. Go to Setup-> Email Templates -> Estimate Already Send to Client to edit the email content when sending the estimate to your customer for second time.

By default all contacts with permission estimate will be selected you can adjust to your needs.

Did you find this article useful?

Related Articles

  • Create proposal

    Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click ...

  • Payment Modes

    To add new payment mode go to Setup->Finance->Payment Modes and click on the top lef...

  • Currencies

    Create new currency To add new currency go to Setup -> Finance -> Currencies...

  • Merging Invoices

    Merging invoices is feature in Clorofile  that allows you to merge/include already created invo...

  • Record Invoice Payment

    While viewing the invoice from the admin area click on the + Payment button to record a ne...