To send an estimate or invoice in PDF format, you’ll want to download it and then send it in PDF format. Alternatively, you can send either to yourself via email, download from that link and then forward from there.
To download an estimate:
- Tap into the folder where the estimate is saved
- Tap the three dots on the upper right corner of the estimate
- Tap Send
- Tap Preview
- Tap the downward facing arrow on the upper right to download to your device
- Once downloaded, it will be PDF format and you can send via your email
To download an invoice:
- Tap into the folder where the invoice is saved
- Tap on the invoices tab at the top
- Tap the three dots on the upper right corner of the invoice
- Tap Print
- It will download and you can send from there