Send Estimate: How do I convert my estimate to PDF before sending?

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Send Estimate: How do I convert my estimate to PDF before sending?

You can download any estimate as a PDF to share with customers who prefer attachments over links.

To download your estimate as a PDF:

  1. Open the folder where your estimate is located
  2. Tap the three dots in the upper right corner
  3. Select “Send Estimate”
  4. Tap “Preview”
  5. On the Preview & Send screen, tap the download arrow in the upper right corner
  6. This will save the estimate as a PDF directly to your device

To print your estimate:

Once you’ve downloaded the PDF using the steps above, you can print it directly from your device’s file manager or share it to a printer.

📌 Need more help? Check out our video tutorial library for step-by-step walkthroughs!