When sending an estimate to a client, you most likely will want to add an introduction message so it's clear to the receiving party what the quote is about.

To do that in Rodeo, click on the green + sign icon located in the lower right corner after you create an estimate, and select 'Add introduction'.

A text box will be added above the estimate where you will be able to type in your introduction.

Once you are ready to send it, click on the green ✓ icon located on the top right of the screen. You will have the chance to preview and download your estimate as a PDF before sending it to the client.

Note: Only full users' licenses can draft and send out estimates and invoices. Estimates that have been already changed to an Open, Approved or a Declined status cannot be edited.

Relevant articles
How to add a fee or apply a discount to an estimate?

Invoicing an estimate in parts

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