Send estimate PDF with shared link to client
Send estimate PDF with shared link to client
Your sent estimates lack a stable PDF link, so sales reps chase files and postpone client follow-up. It sends a hosted PDF link to recipients for immediate access and recordkeeping.
Overview
When an estimate is marked sent, this captures the PDF, hosts it, and delivers a client link so reps can follow up immediately. That eliminates chasing files and creates a trackable record within minutes.