Estimates and catalog
Send an estimate and manage the customer link
Sending issues the current revision and creates a customer link. Confirm the recipient and document first; resending reuses the intended issued revision, while Revoke Link disables the active public link.
Before you begin
- Save and review the estimate before sending.
- Confirm the customer email address or mobile number and that the chosen delivery method is available.
- Remove private internal notes or files that should not appear in the customer document.
- Treat the customer link as private: anyone who receives a forwarded valid link may be able to open it.
Sales → Estimates → open an estimate
Send an estimate
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Review the current revision
Open the estimate and preview the customer-facing content, totals, options, terms, and attachments.
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Select Send
Select Send, choose the available email or SMS delivery method, and confirm the recipient.
The first send issues and locks the current revision so the customer document cannot silently change.
Expected result: The estimate shows sent or shared activity and an active customer link.
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Resend when delivery needs another attempt
Use Resend to deliver the intended issued revision again. Reconfirm the recipient instead of assuming the old contact is still correct.
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Revoke a link that should no longer work
Use Revoke Link when the shared document must no longer be accessible. Confirm the warning before revoking.
Revocation affects link access; it does not erase the issued revision or its history.
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Create a revision for changed scope
Select Create New Revision when the issued scope or pricing must change. Creating it revokes the active link for the superseded revision.
Choose the right link action
Send
First delivery of the current draft.
Issue and deliver. The revision becomes locked and a customer link is created.
Resend
Another delivery attempt for the issued revision.
Confirm the recipient. Use when contact or delivery needs another attempt.
Revoke Link
An active customer link that should stop working.
Disable access. History and the issued snapshot remain.
Create New Revision
Pricing or scope must change after issue.
Revise safely. The prior issued revision remains audit evidence.
Troubleshooting
Send is unavailable.
Save the estimate, verify manage access and recipient details, and confirm the current record is in a sendable state.
The customer link is invalid or revoked.
Open the estimate and confirm whether an active link exists. Resend the current issued revision or issue the correct new revision instead of sharing an old URL.
The customer received the wrong content.
Do not edit the issued revision. Create a new revision, correct it, review the preview, and send that revision.
What happens next
- The issued revision and send activity remain in estimate history.
- Customer decisions are recorded against the issued document.
- Revoking a link prevents future access through that link but does not delete prior history.