You are now able to email your proposals (reports) directly to the customer from Clear Estimates. This provides a quicker alternative to downloading the proposal via Word or PDF. Before sending out your estimate, you’ll want to adjust the boilerplate (legal language). Learn more about that here.
You can email directly from your Projects page by hovering over View Formal Report.
Alternatively, follow these directions:
To email the proposal directly to a client, you’ll first want to head into “Reports” and click the report you would like to send out, either “Preliminary”, “Formal” or “Subcontractor”. Once you select the proper report, click “Send to Customer”.
A new window will pop up giving you the opportunity to scribe an email that will go along with the report. Go ahead and adjust the information as you see fit – when you are all finished, click “Send”.
If you have any questions, please contact us at: email@example.com