Ixonn Group

User Guides

Send Estimate to Email

Table of Contents

Ixonn platform has the option to send an estimate to the customer which is related to. Also, the PDF estimate will be attached to the email. If you want to do not attach the PDF estimate simple uncheck the checkbox Attach Estimate PDF

Send Estimate To Client

After sending the estimate to the customer, if you send it again, the email content will be another, since the initial estimate is already sent. Go to Setup-> Email Templates -> Estimate Already Send to Client to edit the email content when sending the estimate to your customer for the second time.

By default, all contacts with permission to estimate will be selected, but you can adjust to your needs.

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