Preview and Create a PDF of an Estimate

Preview an Estimate

Take a look at how your estimate will appear. From the page of the specific estimate you want to see, click the Actions button at the upper right-hand corner of the screen and select Preview.

The Estimate Preview page will come up.

Create a PDF Copy

Click the Save as PDF button at the upper right-hand corner of the estimate to create and save a file.

The PDF file will be downloaded to your computer. Open the document to view this or just file this in your computer folder.

If everything looks good, you can send the estimate to the customer or print a copy or if there is something that you want to change, you can go back and edit the estimate. These options are available at the Actions button.