Start your free trial
Help Center
Start your free trial

Send an estimate to a customer

WebZaras app1 min readUpdated October 18, 2026

Press Send estimate on the estimate, check the email, then press Send email. The customer gets a link to read, approve and sign it.

Send the estimate

  1. Press Send estimate on the estimate, or tap it in the Zaras app.
  2. Check the message. The app opens it on Send estimate.
  3. Press Send email on the web, or tap Send email in the app.
The Send email dialog for a draft estimate: the customer's address in To, a subject with the estimate number and total, an editable message, Attach PDF ticked, and the Send email button
Web — Send estimate opens the email. Adjust it, then press Send email.
The Send Estimate screen in the Zaras app: the customer email in To, the subject and message, Attach PDF switched on, and Send email
Zaras app — Check the message, then tap Send email.

What you see

The estimate reads Sent, and its money is locked. Once the customer opens their page, it shows Viewed beside the status.

The customer can pick add-ons, approve and sign, ask for changes, or decline: What your customer sees.

To send the page yourself, press Copy link at the top of the sent estimate and paste it into your own message.

Reminders

While Estimate reminder is on under Customer notifications, Zaras emails the customer reminders while they haven't decided. Send reminder emails them again yourself.

Sent it another way?

Mark as sent (Mark estimate as sent in the app) changes the status only: This will not send an email or text message.

Who can do this

Sending needs Manage estimates. Owners, admins, office and technicians hold it by default. Others ask an owner or admin under Settings → Team & roles → Roles.