Review and send an estimate
Verify the latest quote version, recipient, PDF, and delivery before sending.
Before you start
- •Complete draft estimate
- •Verified recipient email
You will finish with
- •The intended recipient receives the correct latest estimate and delivery is recorded.
Safety and data checks
- • Send is customer-facing; this guide pauses for final confirmation before delivery.
Complete the task
- 1Enter information
Open the intended estimate
Search by customer or estimate number and open the record whose customer, property, status, and latest version match the request.
- 2Verify
Confirm the latest version
Review version history and ensure no newer draft or accepted version makes the selected PDF obsolete.
- 3Select
Preview the customer PDF
Open the PDF preview and verify customer identity, property, products, quantities, prices, HST, recurring fees, terms, and branding.
- 4Enter information
Verify the delivery recipient
Compare the recipient email with the customer record and current conversation; correct the customer record instead of using an untrusted address.
- 5Verify
Check delivery history
Read prior sends and failures so a resend is intentional and does not surprise the customer with duplicate messages.
- 6Verify
Stop at final Send confirmation
Review the final subject, message, attachment, and recipient; send only after a deliberate human confirmation outside this training step.
The next confirmation sends customer email.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.