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Plant Data Sheets



Email Plant List with Photos to Your Customer

Directions for Emailing a Plant List to Your Customer

A)  Click on the estimate number that you would like to email.

B)  Click "Email Quote".

C)  "Browse" to locate your logo file for uploading, if desired.

D)  Click the folder icon to upload your logo.

E)  Select to "Hide" or "Show" pricing, with the option to include markup.
        Enter markup, if desired.

F)  Enter your customer's email address and customize an email message
        to your customer.

G)  Enter a password, which your customer will use to view the estimate and then
         click "Save & Email". Optional: Click "Save & Preview" to see estimate as your
         customer will see it.

H)  Final estimate.

Congratulations! You've just finished Step 2.
Next in Step 3 see how your customer views the email.





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