Email Proposal Directly to Customer

Hi Everyone,

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”.

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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”.

ClearEstimates_Online_-_Reports_-_Preliminary 2

If you have any questions, please contact us at: support@clearestimates.com

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6 Comments

    1. Alex Krull

      Hi Rick! Thanks for reaching out. You can edit the text by clicking the “body” of the email. This will allow you to edit or delete that verbiage. Once you are finished and ready to send out, click the “Send” button. Hope this helps! – The Clear Estimates Team

  1. Andrew

    Is there somewhere I can see my sent emails on clear estimates? They don’t show up in my sent folder in my regular email app.

    1. Alex Krull

      Hi Andrew –

      Thanks for reaching out. Unfortunately, we do not provide this option (yet). This is something we would like to add in the future. A “best practice” now, though, is to send yourself a copy at the same time, using the checkbox in the Send to Customer Popup. Hope this helps!

    1. Jack Dean

      Hi Shannon, no you can’t attach them when you send directly through Clear Estimates. But you can download your estimate to a PDF and then email it as normal, with any attachments you’d like.

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