In MoverMate CRM, you have multiple ways to send estimates, either directly from the Activity Log or using the Action button. Here’s how you can do it:
Send Estimate from Activity Log
Open the Lead Summary:
Navigate to the Leads section and select the lead you want to send the estimate to.
Go to the Activity Log:
In the lead details, locate the Activity Log tab.
Select Estimate Template:
In the Activity Log, you will find an option to select an Estimate Template from the dropdown.
Send the Estimate Email:
Once the template is selected, simply click Send to send the estimate via email.
Send Estimate from the Action Button
Open the Lead Summary:
Go to the Leads section and click on the desired lead.
Click on the Action Button:
In the lead summary, find and click on the Action button (typically located on the top right).
Choose 'Send Confirmation':
From the dropdown menu, select Send Confirmation. This will open the email editor.
Select Estimate Template:
Choose the appropriate Estimate Email Template from the dropdown.
Send the Estimate Email:
Once you’re ready, click Send to email the estimate to your lead.
Customization Options:
Email and PDF Customization:
You can customize the Estimate Email and PDF format to match your branding. To do this:
Go to Settings > Finance > Estimate to update the templates and customize them as per your needs.