Estimate Email
A delivery email for a prepared estimate, set up for the customer to review and approve.
Module
Email
where it lives
What it does
A delivery email for a prepared estimate, set up for the customer to review and approve
The primary delivery vehicle for a quote. Includes a summary of the scope, the total, and any line items the customer should understand before approving. The estimate itself may be attached as a PDF or linked from a hosted page. The email sets up the estimate: what it covers, what it doesn't, and what the next step is. Professional in tone, specific in content.
When you’d reach for it
- ▸A roofing contractor uses this to deliver project estimates after a site visit, with a PDF attached and an approval link included.
- ▸A landscaping company uses this for commercial bids, giving property managers a full breakdown of the proposed scope before signing.
- ▸A home renovation platform uses this to send itemized estimates to homeowners, with a button to approve or request changes.
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