Can you send a pdf version of an estimate when you email an estimate to a customer?

Yes, you can send the PDF version of the estimate via email, @westlayneelectrical.

In QuickBooks Online, attaching estimates as a PDF when emailing them to your customers is possible once this option is enabled in your accounts and settings. Here's how:

1. Click on the Gear icon.
2. Choose Account and Settings from the menu.
3. Navigate to the Sales section and select Online delivery.
4. Check the box next to the PDF Attached.
5. Click Save to apply the changes.

Once a customer approves your estimate, you can seamlessly convert it into an invoice to save time.

If you need further assistance or have any questions about sending PDF version of the estimate or any QBO-related activities, kindly leave a reply below.