Step-by-step guide

Share an estimate with a customer

A saved estimate has a customer link; saving alone does not send it.

1. 1

   Save the estimate and open it from Dashboard.

2. 2

   Review the customer proposal and copy its customer link.

3. 3

   Send that link from your own text or email app, or use Email client if your current plan includes it.

4. 4

   Check the customer email address before sending.

Copying a link does not send an email or prove the customer opened it.

Still stuck? Contact support.

Call WorkCraft AI: (704) 457-9382