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dzeko-erwin24-gm
Level 1

How to fix weird email. It sends as an old format with the pdf at the very bottom

When I send my estimates over to clients. They receive it in email but it looks really bad. It’s the whole bid in old computer lettering and then at the bottom is finally the pdf
2 Comments 2
Adrian_A
Moderator

How to fix weird email. It sends as an old format with the pdf at the very bottom

Hi dzeko-erwin24-gm,

 

I've got you to help isolate what causes this issue.

 

Let your client update their PDF reader to ensure stability when opening the estimate.

 

Depending on how you want to update it, you can do it automatically, manually, or on the web. Here's an article as a guide: Install updates for Acrobat and Reader.

 

Afterward, try sending an estimate again and check the format.

 

If it's updated, yet the same thing happens, let them repair the Adobe reader. You can share these steps to do so:

 

  1. Close Acrobat/Reader and all open web browser windows.
  2. Select the Start button at the bottom left of your screen.
  3. Type Control Panel, then press Enter.
  4. Select Programs and Features.
  5. Select Acrobat or Adobe Reader, then Uninstall/Change.
  6. In the Setup dialog box, select Next.
  7. Select Repair, then Next.
  8. Select Install.
  9. When complete, click Finish.
  10. Restart your computer.

 

Then, let them try opening the estimate again. 

 

Once everything's good, and they want to purchase from the estimate you've given, you can send an invoice. Feel free to check this link for more information: Convert an estimate into an invoice in QuickBooks Online.

 

Keep me posted as to how these steps work on your end. I'm also around if you have concerns with sending an invoice. I'll be happy to help you!

my-answer-is-nonsense
Level 5

How to fix weird email. It sends as an old format with the pdf at the very bottom

@dzeko-erwin24-gm, estimate has an obsolete email format. Send feedback. gear > feeback

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