Sending an Estimate
There are two ways of sending an estimate:
Option 1: Sending it directly upon creation
Upon creating an estimate, there are four - more or less self-explanatory - ways of saving your estimate you can choose from.
|Save Draft:||Saves your estimate as a draft.|
|Save:||Saves your estimate with a status depending on its previous status, expiration date and balance.|
|Save & Send:||Saves your estimate and takes you to the estimate sending editor.|
|Save & Mark Sent:||Saves your estimate and marks it as "Sent".|
Option 2: Sending it from the estimate page
If you are looking to send an existing estimate, simply open it and choose "Send estimate" from the top right Actions menu.