How to download an estimate

In this article, you'll learn how to save a copy of an estimate as a PDF. That's handy when you want to attach it to an email you're sending from somewhere else, or keep a copy in your own files.

There's no download button on the estimate page itself. The PDF lives on the customer's view of the estimate, so you open that view first and download from there.

To open the estimate:

  1. In the menu, click Estimates.
  2. Click the estimate's number to open it.

Opening the customer's view

  1. On the estimate page, click Actions at the top right.
  2. Click Preview as customer.
  3. The customer's view of the estimate opens in a new browser tab.
Note: Opening the customer's view counts as a view of the estimate, the same as when your customer opens the link you sent. If the estimate hasn't been opened yet, your preview marks it as viewed and sends the office the usual "Estimate viewed" alert.

Downloading the PDF

On a laptop or desktop screen, the customer's view has a ⋮ menu at the top right of the estimate, next to the Approve and Decline buttons.

  1. Click ⋮.
  2. Click Download as PDF. Your browser downloads the file, named after the estimate number.
  3. The same menu has Print, which fetches the same PDF so you can print it from your PDF viewer.

On a phone-sized screen, the customer's view shows a Download PDF button in the bar at the top instead of the ⋮ menu. Tapping it doesn't save the file to your phone. It emails the PDF instead.

  1. Tap Download PDF.
  2. In the Email the PDF box, check the address. It starts with the customer's email, so change it to yours if you want the copy yourself.
  3. Tap Send. You'll see Sent once it's on its way, then tap Done.
Tip: The PDF is built from your Estimate template, so the logo, layout and wording match what your customer sees. To change how it looks, see Customizing estimate, invoice and receipt templates.

On the phone app

  1. Open the estimate.
  2. Tap ⋮ at the top right.
  3. Tap Preview as customer. The customer's view opens in your phone's browser.
  4. Tap Download PDF, check the email address, then tap Send. The PDF arrives by email.

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