Customer not able to open link / see estimate supplied

I have a customer who claims they are not able to view the attached estimate / quote, but the system tells me that they have opened the QuickFile email supplied. I have sent the email on two occasions and also attached the estimate at a pdf to QuickFile email, but they still claim there was no attachment when QuickFile was opened?

I have tried coping the estimate and saving as a pdf, with intention of sending via my business email software, but can’t see how I can save as pdf!

Is anyone able to help / advise ref technical issue asserted by customer and also whether there is a way of saving the estimate as a pdf?

Thanks, Eddie

Hello @EWP

I have attached the steps to output to an email with and attached PDF below
(You could also add your email to his record to test it works)
You could also print the invoice/estimate to PDF then attach to a business email (as you said).

https://support.quickfile.co.uk/t/attaching-a-pdf-copy-of-your-invoice/8893

Thanks Steve, much appreciated.

Eddie.

This topic was automatically closed after 7 days. New replies are no longer allowed.