Generate Your Estimate via Email
Generate Your Estimate via Print
Send estimates via email or print them for your records—all in a few clicks.
After creating an estimate, Fynlo makes it easy to either email it directly to your client or print a copy for documentation or physical delivery. Follow the steps below to send your estimates efficiently.
Generate Your Estimate via Email
Otep-by-step instructions for emailing your estimate directly from the system.
Step 1: Navigate to Income ->EstimatesTo access your list of estimates.
Step 2: In the Estimates table, find and select the estimate you wish to send.
Step 3: On the rightmost side of the row, click the envelope icon to begin composing the email.
Step 4: Enter the Recipient’s Email Address
Type in the client’s email address to ensure correct contact.
Step 5: Include a clear subject line for the estimate, such as:
e.g., "Estimate Q-0000002 from Fynlo").
Step 6: Customize the Email Template (Optional)
- You can either use the default template provided or create your custom message for the email.
📌 If you need to reset the content to the default template, click the
Resetbutton. This allows you to start over without manually erasing content.
Step 7: Once everything is set, click Proceed to send the estimate to your client’s inbox.
Generate Your Estimates via Print
Follow these steps to print your estimate for physical delivery or internal records.
Step 1: Navigate to Income ->Estimatesto access your list of estimates.
Step 2: In the Estimates table, locate the specific estimate you want to print and select it.
💡 Tip: Use the search or filter options in the table to quickly find the exact estimate you need.
Step 3: On the rightmost side of the table, click the three dots (⋮) next to your chosen estimate and select Print.
Step 4: Print the Estimate
Complete the print setup, then print the document for record-keeping.
✅ That’s it! You’ve successfully sent or printed your estimate.
Looking to take the next step? Learn how to convert estimates to invoices in our next guide.