Sending an estimate (file) via communication chanel

Upload the Estimate in order to email/text message to the customer

1. Click on your customer

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  2. Click on the Message bar

  

  3. Click on the form of communication you wish to use: Email or Text message to +1.....

  

  4. Click on the clipboard icon

  

  5. Click on Upload File

  

  6. Click on Browse or drag and drop the file in the panel

  

  7. Select your Estimate from file upload menu

  

  8. Click on the Upload icon

  

  9. Click on the send button

  

  10. To email: Click on the Message bar and Click on the downward arrow beside Text message to +1 .....

  

  11. Choose Email

  

  12. Click on the paperclip icon

  

  13. Click on Upload File

  

  14. Click on Browse

  

  15. Select your estimate from file upload menu

  

  16. Click on Upload

  

  17. Fill in the body of the message

  

  18. Click on the Send icon

  

  19. Your message will show in the history.

  

  20. Your message will now be visible to the customer through their document wallet.