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, due 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.

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