If you want to save a copy of an estimate in PDF form from Daylite for Mac, follow these steps:
- Navigate to the opportunity,
- Click on the Estimate tab
- Double-click the estimate which can be found in the Past Estimates section
- Click Save to Downloads
- Use the Finder to navigate to the Downloads folder to find the file
How can I send an estimate via email?
How do I submit an offer to my billing system?
How do I send an estimate from Daylite using SimpleSign (E-Mail templates)?