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Learn more about how to email an estimate to your client.
On this page:
How to email an estimate
You can email an estimate to your client directly from the project. To email your estimate:
- Click the Actions button
- Select Email Estimate
- Enter your email details
- Click Send Email (bottom of the page)
Once you have emailed the Estimate out of commonsku, it's status will change to Client Review.
Email contacts
Sending From
Emails sent from commonsku appear to come from your contact email, but you can also send emails on your team members' behalf.
To change the "From" address:
- Click the "From" drop-down at the top of the page
- Select the team member/email address you'd like the email to appear that it's coming from
Sending To
The "To" field automatically populates with the initial client contact's email. To add more email addresses, click into the "To" box to either:
- Choose a contact listed on the client's page
- Manually type a new email address
You can also click into the "CC" or "BCC" fields to cc/bcc a contact from your client's page.
There's no way to automatically populate your teammates' emails in the "To," "CC," or "BCC" fields. The drop-down list only shows contacts listed on the client's page.
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Email options
You can check or uncheck any of the "Options" boxes to:
- BCC yourself (BCC Me)
- BCC the order rep (BCC Rep)
- BCC the client rep (BCC Client Rep)
- Request a read receipt (Request Read Receipt)
- Attach an HTML version of the estimate (Attach HTML Form)
- Attach a PDF version of the estimate (Attach PDF Form)
- Include a link to the project portal (Attach Portal Link)
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Estimates send as static documents, which means they don't update in real-time. If you make adjustments to an estimate, you will need to send your client the revised version.
Attaching a file
To upload a file to your email, click the Upload File button.
From there, you can choose a file by either:
- Clicking Project Files > select the file
- Clicking Client Files > filter through the folders (optional) > select the file
- Clicking Upload > select the file by dragging and dropping or click within the blue lines to load from your computer > click Done > click Close
All file attachments are accessible from the original email in the project's overview.
Email templates
Email templates are a collection of pre-written text that you can pull into your email's message body. Your Admin can create/edit your teams' shared templates through the Admin Tab.
To use a template, you can either:
- Click the "Template" drop-down and select from the existing templates
- Click Add Template to create a new one
Subject line/message body
The email's subject line automatically populates with:
- Your company name
- The form type
- The form number
Your message body is a text field where you can compose your email.
Estimate preview
Scroll to the bottom of the email screen to see a final preview of the estimate.
- If you need to adjust something, click Close & Return to Order.
- If everything looks good, click Send Email.
FAQ
- Can I save a PDF version of the estimate?
Can I save a PDF version of the estimate?
Of course! To save a PDF version of the estimate:
- In the project's Estimate tab, click Actions
- Select Preview Estimate
- Print the estimate by right clicking your mouse and select print, click Crtl + P (Windows), or click Command + P (Mac)
- In the print pop-up, select Destination: Save as PDF
- Click Save