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December 17, 2021
Question

How do you send a PDF estimate without the text type in email?

  • December 17, 2021
  • 1 reply
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1 reply

December 17, 2021

Hi john-towertechco,

Welcome to the Community. Being able to send an estimate to your customer is essential for the services you provide. QuickBooks Onilne is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to get the support you need on how to send a PDF estimate without text type in email.

I encourage you to follow these steps to access the estimate template settings under the custom form styles tab.
 

  1. Click on the Gear icon at the top.
  2. Select Custom form styles and then Edit.
  3. Select Emails at the top.
  4. On Sales form type drop-down menu, select Estimate.
  5. On your invoice appears in email section, you can select PDF attached and if you'd like Full details or Summarized details on the estimate email.
  6. Under Standard drop-down menu, select  Estimate.
  7. Click on Done.


By selecting PDF attached, the customer will be able to receive the estimate with its PDF version. I hope you find this to be helpful!

Let me know if you have any questions, I'll be happy to help.