The Estimate App's Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis () on your Estimates App and selecting Preferences

When an estimate is created, you are given the option to print or email it to the customer or lead it's been assigned to.

  • Email Notification Template - Email Template used when clicking the Email button on the estimate, which sends an email to the customer. To edit this template, go to Method:CRM's Send Email App, and select Edit Templates.

  • Email Outgoing Activity Type - When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.

  • Print Template - When the Print button is clicked on the estimate, a PDF file will be created and will use the estimate template chosen here. 

To edit an estimate template, you need to use Method:CRM's Report Designer tool and requires knowledge on how to use this tool. To get started, first copy a transaction print template.

 Note: when these dropdowns are blank, then the defaults are used.

Did this answer your question?