Email Plant List with Photos to Your Customer

Directions for Emailing a Plant List to Your Customer

A) Click on the project that you would like to email. Click "Send Email".

B) "Browse" to locate your logo file for uploading, if desired. Click the logo icon to upload your logo.

F) Enter your customer's email address and customize an email message to your customer.

G) Click "Save & Preview" to see estimate as your customer will see it.

D) Select to "Hide" or "Show" pricing, with the option to include markup. Enter markup, if desired.

H) Review final estimate. Options are available to save; save and preview estimate; save and email; or go back to project to edit it.

Congratulations! You've just finished Step 2. Next in Tutorial Step 3 see how your customer views the email.