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.