When you're ready to send an estimate to a customer, you can preview it before you send it. You can also make changes to the pricing display and deposit amount, and choose who will receive a copy of the estimate.
Preview an estimate
Open an opportunity and click the Estimate tab.
Click the dropdown on the Smart Action button and select Preview Estimate.
You'll see the estimate exactly as the customer will see it.
Send an estimate
Open an opportunity and click the Estimate tab.
Click the dropdown next to the Smart Action button and select Send Estimate.
Click the Pricing Display dropdown to change how the price is calculated for this estimate.
Hourly rate: Shows the hourly rate and minimum required hours.
Estimated price: Shows a total estimated price.
Price range: Shows a range that the estimated price will fall within.
To update your deposit amount to an amount different than what's set up in your settings, click the amount and enter the new one.
Select which contacts and which information to send the estimate to.
Note: If you send the estimate to a mobile phone, the customer receives a link to a mobile-friendly estimate.
To preview the estimate a final time, click Preview customer portal.
Click Send.