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Level 1

My Estimates are not showing up as being sent to our customers.

 
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Moderator

My Estimates are not showing up as being sent to our customers.

Welcome to the Community, @fourbrothersland.

 

When sending estimate to customers through email, the status from the Transaction List section won't update automatically. You'll need to manually change the status to Accepted, Closed, or Rejected (see sample screenshots below).

 

 

 

 

If you want to verify the status, you can open the estimate and check the Last Delivery status.

 

 

Additionally, I recommend the following resource which has a video tutorial to help a user learn sending estimates: How to Send Estimates, Quotes, & Proposals.

 

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

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