Send merged estimate email to customer before appointment

Your estimate emails and PDFs are sent manually, causing delays and missing attachments for appointments. Get merged PDFs and a submission link sent automatically for signed confirmations same day.

Overview

Manual quote emails slow down conversions and create attachment errors; this flow bundles related files, merges them into a single estimate PDF, and emails a ready-to-sign link within minutes of intake. Sales reps and customer service get consistent, trackable proposals the same day.