Send an estimate

Once you have created an estimate, you can get it to your customer as a PDF or by email.

Mark it as sent

When the estimate is ready, choose Mark as Sent on the progress bar at the top. Editing locks, and the status changes from Draft to Open.

Download the PDF

Open the estimate and choose Save as PDF. Kontala downloads a PDF with your company name, the document word, and the reference in the filename. The PDF includes your company details and logo, the line items, VAT, your notes, and the date the price is valid until.

Email the estimate

1. Open the estimate and choose Email estimate. If you set the document type to a quote or proposal, the button reads Email quote or Email proposal instead.
2. Check the To address. It is pre-filled with the contact's email address, and you can separate multiple addresses with a comma.
3. Edit the Subject and Content if you like. They are pre-filled for you.
4. Tick Email a copy to me if you want a copy in your own inbox.
5. Choose Send email.

The From line shows your name over a Kontala sending address, and replies go to your own email address. The Attachment line shows the PDF that will be attached. After sending, the estimate shows who it was last emailed to and when.

Emailing does not change the estimate's status, so remember to choose Mark as Sent as well.

Related

• Manage your estimates
• Convert an estimate to an invoice