Sorry, I’m sure I’ve seen the answer to this somewhere but I can’t remember where. When I come to send an estimate to a client and click send estimate by email and the standard Quickfile template email gets sent, I know I can edit that template email but what if I just want to get hold of the link to the estimate in that clients client area and send that in a new email in my mail account outside of Quickfile so that it is coming from my normal email style not the quickfile style, where do I find that link?
If your estimate is in “Sent” status and you haven’t set an expiry date then you should see a direct link by just clicking the “Send” button on the estimate preview screen.
Let me know if that works?
Ah yes I see it now its in sent. Thanks!
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