Once you have an estimate ready for your client to review, you can either email them the printed version of the estimate or include them in the approval process. Typically most users just send the printed PDF version to their clients via email.
Create a PDF of the estimate
With the estimate open, click on Print from the top row of buttons.
This will generate a PDF based on the details of the estimate and the layout/template used for printing.
Send the estimate to your client
You have two ways to send the PDF to your client:
A. Save the printed PDF to your computer, and email it as an attachment using your personal email account.
B. Click Email report from the top of the page containing the PDF to use Workamajig's email functions to send this to your desired email address.
- When using the email report option, this does not pull from your list of contacts in the system. You must manually enter the subject & the email address you want to send it to.
- Some users like this feature, because they can email themselves the file, and then simply forward the email to their clients using their personal email.
- Must use task & service method of estimating to print an estimate containing only expenses.
At this point, you would communicate with your client to see if they approve the estimated amount.
Signature approval font
This allows you to digitally sign an estimate that is approved internally.
In the setup of your employee records, go to Security Controls and look for the drop-down labeled Estimate signature approval font. Here you can choose from several available fonts to show in the space where you would normally sign the estimate.