Send Estimate to Email

Send Estimate to Email

Perfex 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 estimate 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.
    • Related Articles

    • Send Invoice to Email

      Our CRM has the option to send this invoice to a customer which is related. Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF After sending the invoice to ...
    • Create Estimate

      To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When ...
    • AWS Email SMTP Setup

      When using AWS for email sending additional steps are required to perform in order to be able to send emails from our CRM. Follow the steps below to to configure SMTP with AWS. First make sure that you followed AWS Steps (1 and 2) – ...
    • Email/SMTP Configuration

      You will need to configure SMTP settings for Our CRM if you want to send e.q. invoices, estimates, overdue reminders etc… the SMTP config will act as a general email from Our CRM for all emails that will be sent. In order to configure the send email ...
    • Email Piping / Auto Importing Tickets

      Email Piping is a feature in our CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You need to configure only 1 method (cPanel Forwarders or IMAP) depends on your requirements. On your mail server ...