Sending an Estimate
Your Client views and accepts the estimate online, through a private link. You can email it from hrglass or send the link yourself.
Email It
Section titled “Email It”- Open the estimate and click Save Estimate if you’ve made changes.
- Click Send to Client.
- Under Send to, pick the contact. The Client’s primary contact is picked for you.
- Add a Personal note (optional) if you want, up to 2,000 characters. It’s added to the email.
- Click Send Email.
Only contacts on this Client can receive the estimate. Need someone new? Add them as a contact first. See Contacts and Invoice Roles.
Once it’s sent, the estimate’s status changes to Pending and the page shows the date you sent it.
Send It Again
Section titled “Send It Again”Made changes, or your Client asked for a revised version? Save the estimate, then click Resend to Client. It works the same way, and the button says Resend Email. Use the personal note to tell your Client what changed.
Share the Link Yourself
Section titled “Share the Link Yourself”Prefer to send it in your own email or a chat?
- Open the estimate.
- Under Share Link, click the copy icon.
- Paste the link wherever you like.
Link Expiry
Section titled “Link Expiry”Estimate links expire after 30 days.
If your Client opens an expired link, they can ask for a new one. You’ll get a notification.
To send a fresh link:
- Open the estimate.
- Under Share Link, click Renew Link.
- Send the new link, or click Resend to Client.
Renewing makes the old link stop working.
Made Changes After Sending?
Section titled “Made Changes After Sending?”Your Client always sees the latest saved version. Save your changes and let them know.