Send Estimate to Email

WPS 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

Send Estimate To Client

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?

  • Estimate Request

    The estimate request feature is added in WPS CRM version 2.8.0 and it’s used to creat...
  • Subscriptions

    From version 2.0.0 in WPS CRM, there is a new major feature added that will help...
  • Add Items/Products

    tems is WPS CRM feature that will allow you to create predefined items which will speed up the pr...
  • Converting Estimate To Invoice

    You can easely convert the estimate to invoice from the admin area. Open the estimate you want to ...
  • Currencies

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