How to Send an Estimate via Email

📂 Category: Estimates

In Buscoou PRO, you can send estimates directly to customers via email, with an attached PDF estimate for their reference.

Step 1: Sending the Estimate

1. Open the estimate you want to send.
2. Click on the Send via Email button.
3. By default, the email will include the PDF estimate as an attachment.
4. If you do not want to attach the PDF estimate, uncheck the option Attach Estimate PDF.

Step 2: Resending an Estimate

• If you need to send the estimate again, Buscoou PRO uses a different email template for resending estimates.
• This ensures that the customer receives a different message when requesting a duplicate estimate.
• To modify this template, go to:
  Settings -> Email Templates -> Estimate Already Sent to Client.

Step 3: Managing Email Notifications for Estimate Recipients

• By default, all customer contacts with estimate permissions enabled will be selected as recipients.
• You can adjust the selected recipients manually if needed.

With these options, Buscoou PRO ensures that customers receive their estimates efficiently, while also allowing for easy customization of email content.

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