How can I send an estimate via email?

Daylite makes it easy to create estimates and send these by email. Please follow these steps:

1. Navigate to the opportunity you'd like to create an estimate for
2. Click at the tab Estimate 
3. Add products or services you'd like to offer
4. Click at the button Create Estimate
5. In the next window choose Attach PDF to email  to send you estimate via email
6. Click at Create
7. A total new email will now open that includes the estimate attached as PDF

Related articles

How do I use opportunities in Daylite?
How do I create a project from an opportunity?
How can I fill projects and opportunities with data from the start?How do I display tasks, projects and opportunities on the calendar?

How do I display tasks, projects and opportunities on the calendar?