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September 13, 2021
Question

How do I send n estimate through WhatsApp instead of an email address ?

  • September 13, 2021
  • 1 reply
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1 reply

September 13, 2021

Hello, info1699. 

 

Sending an estimate via WhatsApp can be done in just a few clicks. I got you covered to accomplish this goal. 

 

Please take these steps below to share an invoice from your computer:

 

  1. Click on the + New button at the top.
  2. Choose Estimate, then fill in the necessary information.
  3. Select Save and Share (WhatsApp). 
  4. Enter your customer’s number
  5. Create a message to go with the estimate
  6. Enter your customer’s number
  7. Press on Share and Close. A new tab will open for WhatsApp Web. If you need to sign in, you’ll see on-screen instructions for how to use your mobile device to help you sign in.
  8. Tap the Send icon to send your message.  

 

For complete details about this process, you may visit this link: Share estimates and invoices with your customers on WhatsApp

  

Keep me posted if you still have questions or concerns with sending estimate via WhatsApp. I'll be around for you. Take care and have a great weekend ahead.