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Manage estimates

How to resend estimates?

How to resend estimates?
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  • Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Resend estimate’.
  • 01

  • List of estimates that you created will be displayed
  • You can view estimates through time period option or ‘Search client’ option
  • From the list select the estimate that you wish to resend.
  • 02

    • A dialogue box opens asking do you want to send a reminder to the selected client(s)
    • Click ‘yes’

    03

    • The estimate will be resent.