Sending an Estimate to your customer:

1. Open the Estimate Details page.
   
2. Click Send Estimate.
   
   
    
3. In the Send Estimate window, enter the recipient’s email address in the To field, select from the dropdown or type an additional email address and press Enter to add one.
   The drop-drown will have email addresses of,
1. If the estimate is created for a standalone contact (no company selected while creating the estimate), the dropdown will include only the contact’s email address.
   
2. If the estimate is created for a contact associated with a company (company selected while creating the estimate), the dropdown will include:
   
1. The contact’s email address
   
2. Email addresses of other contacts associated with the company
   
3. The company’s email address
   
   
   
   
4. Add CC or BCC recipients if needed.
   
1. These fields display the email addresses available in the To field, along with all active confirmed users in your Zoho FSM organisation.
   
2. You can type additional email addresses and press Enter.
   
   
   
   Each field allows a maximum of five email addresses.
5. Review the Estimate and make any necessary changes.
   
6. Click Send.