Available on Accounting Premium
Before you send your first estimate
Add each customer’s email address to their Info tab in their customer record before sending the email.
Go to Accounting > Receivables> Customers to ensure email addresses are on your customer list. Click the customer name to add an email address on their Info tab.
Customize Your Estimate Template Wording
You can customize the email template wording that you’ll use to email each customer. Go to Settings > Accounting > Email and Document Templates > Estimate Templates.
The Email Subject and Email Body will already be set up with commonly used “data tags,” which are standard pieces of information from the estimate, that will be inserted into each email. You can further customize a specific email before you send.
The default template already uses the following data tags, and you can remove or change where they appear in your email:
Customer Full Name
Customer First Name
Customer Last Name
Estimate Number
Estimate Date
Expiration Date
Estimate Amount
Project Description
Company Name
Your Email Address - The email will be sent from the email address “[email protected].” However, if your email recipient replies to the email, the reply will be sent to your email address. By default, this will be your email address on record in your Patriot account. You can change this, if needed. You won’t be able to insert any data tags here.
Email Subject - You can customize your email subject line, and insert any data tags by placing your cursor in the location that you want to insert, and click the data tag from the menu above.
Email Body - You can customize your email message and use any of the data tags. Insert a new data tag by placing your cursor in the location you want to insert the tag. Then click the data tag you want to insert. Be sure that you leave a space in front of and/or after the data tag so that it formats correctly in the email.
Customize the Layout of the Estimate Template
You can customize the layout of your estimate PDF. The changes you make here also apply to your invoice templates and credit memo templates.
For more details, see Customizing Your Invoice Templates.
Email an Estimate to Your Customers
After you have created an estimate for your customer, you can email them through
The Estimate list - Accounting > Receivables > Estimates
Click the Gear icon at the end of the customer row.
Click Email to send the estimate via email to the customer.
The Customer Estimate - Accounting > Receivables > Estimates
Click the gear icon at the end of the customer
Click View Details
Click the Email link at the top of the estimate details
You will see a preview of the email to be sent to your customer, which will use the format you had set up in the Email Preferences.
The email will automatically fill in the address(es) that are on the customer record.
You can send this email to include up to five different email addresses.
A PDF document of the estimate will be attached to the email.