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Hi
I am new to Square and cannot seem to find out how to send an PDF Attachment of an Estimate when issuing an estimate.
All I get via email on test is a link to approve the estimate online, however my clients like to print out their estimates and file same.
Can anyone advise.
Invoices send a link for the PDF Attachment but nothing in Estimates ?
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Hey @cemco, thanks for raising this.
Currently, we do not offer a direct link to a downloadable PDF for Square Estimates. I can definitely see how this would be helpful and would save time, so I am going to pass this over to our Invoices team as a request going forward.
In the meantime, the workaround you stated above (More > Print > Save as PDF) is the best option for getting a PDF for your records.
I will be sure to update you here if there is any news to share down the road on this feature. Thanks for your patience!
Community Moderator, Ireland, Square
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