email estimate email proposal faq How do I email proposals to my customers from the estimating screen?

You have two options for e-mailing proposals from LMN.

 

OPTION 1. Send Estimates as PDF attachments

Our proposals are generated in .pdf format.  Adobe's PDF viewer includes a one-click email-option to make it quick and easy to email an estimate to a customer directly from Adobe.

To send as PDF attachment, you will first need to disable your Browser's PDF Viewer.

Chrome

  1. 1. Disable your PDF viewer plugin in Chrome (this will force Chrome to open each proposal in Adobe).
  2. To disable the plug in:
    - Open Chrome and type chrome://plugins/ in the address bar
    - Scroll down the list until you see the option “Chrome PDF Viewer” and click Disable
  3. Print your estimate in LMN. This should open the estimate as a PDF file (mine was added to the bottom right corner of my screen).
  4. Open the file by clicking on the download.  Once the PDF opens in Adobe, click the Envelope icon.

Firefox

  1. Tap on the Alt-key on your keyboard and select Tools > Options from the menu bar that opens up.
  2. Switch to Applications and filter by pdf using the search at the top.
  3. Beside Portable Document Format (PDF), click Use Adobe Acrobat DC.
  4. Print your estimate in LMN. This should open the estimate as a PDF file (mine was added to the bottom right corner of my screen).
  5. Open the file by clicking on the download.  Once the PDF opens in Adobe, click the Envelope icon.

 

OPTION 2. Send links to your Estimates

You can also e-mail your proposal directly from your browser by using an extension. In Google Chrome you can add an extension by going into the More Tools section, then clicking Extension. Once this window pops up you can click "Get more extensions".

A useful extension for this if you have Gmail is the Gmail extension. This will put an icon on your browser. After selecting print for your estimate it should display in your chrome browser. Click the Gmail extension button and it will automatically put that proposal into a new e-mail for you.

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