Saving and Emailing Estimates

Briefcase allows you to either Save or Email a PDF using the controls in Preview mode. To view an estimate in preview mode select the estimate from the estimate screen and click Print. Choose the layout to use from the pull down menu and click Print.


In Preview Mode you can select to Email PDF by clicking the PDF icon at the top of the preview window. This option will create a PDF and activate your default email client and attach a PDF to a new email. In addition, the clients email address will be inserted in to the 'To:' field and the job title inserted in to the 'Subject:' field.


In Preview Mode you can select 'Save as File' from the 'File' menu to save a PDF.


Have more questions? Submit a request
Powered by Zendesk