Sending an Estimate (Quotation)

This screen is displayed by tapping Send in the Estimate form. From this screen you can:

  • Send the displayed estimate in PDF format by email, message or open it in another app.
  • Change the customer details, e.g. address, payment terms.
  • Update your business details, e.g. address, logo, standard payment terms.
  • Change the wording of the text labels.
What else can I do?

In addition to the above, you can:

  • Show or hide currency symbols displayed on estimates.
  • Change paper size between A4 and US-Letter.
How do I change the customer details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the CUSTOMER section, tap the item you want to change. You can change the Address, Their Reference, Estimate Terms or Email Address.

    Note: Changes to these fields update all estimates and invoices stored in the app, including past entries.
How do I change my business details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the YOUR BUSINESS section, tap the item you want to change. You can change your business address, Logo, Signature, Standard Terms, or Footer.

    Note: Changes to these fields update all estimates and invoices stored in the app, including past entries.
How do I change the wording on the estimate?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Scroll down to the section titled TEXT LABELS and tap on the text label you want to change.


Further Information

For details of how to carry out tasks in the Estimates screen, please refer to: