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January 11, 2024
Question

Can I save an estimate as a pdf so that I can email several estimates all in one email?

  • January 11, 2024
  • 1 reply
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1 reply

January 11, 2024

Good afternoon, userpennercustomcabi
 

Thanks for joining the QuickBooks Community! I'd be happy to help!

 

QuickBooks Online provides the option to download your invoice/estimates in PDF format. Let me show you how!

 

1. Head to the "+New" button and choose "Estimate"

2. Enter the necessary information

3. At the bottom of the page, click on "Print/preview"

4. Click on the download button in the top right corner

 

Note: If you already have an estimate created, simply click on it and follow the steps provided.

 

You'll be able to save this to your computer and send it as an attachement by email. I hope this helps! 

 

Feel free to reach back out if you have any other questions.