Send Estimate to Email

WPSCRM 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 estimatae 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?

  • Merging Invoices

    Merging invoices is feature in WPSCRM that allows you to merge/include already created invoices into...
  • Invoice Overdue Notices

    You can send invoice overdue notice manually or automatically with cron job. Sending with cron job ...
  • Record Invoice Payment

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

    WPSCRM have the option to send this invoice to a customer which is related.  Also, the PDF invo...
  • Recurring Invoice

    Settings Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main ...