How to Send an Estimate Through Balabook

1. On the left-side menu, click Sales > Estimates.
2. Click the 'Action' button to the right of the estimate you want to send or click on the estimate to open it, then click 'Send estimate'.
3. To send the estimate through Balabook, fill in the required fields:
4. You can edit the subject line, or the message that will appear on the body of the email your customer receives.
5. Click 'Add recipient' to send the estimate. If you already have multiple emails associated with your customer’s profile, select one of the emails from the drop-down menu. If not, enter a new email address into the additional field.
6. To send the estimate, click 'Send'.

This sends your estimate through Balabook, but any replies to the email will be sent to the email address the estimate was sent from. You can also export an estimate as a PDF.