Agiled Knowledge Base
Finance

How to send an estimate

Updated April 16, 2026
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Follow these steps for sending an Estimate:

1. Go to the 'Finance', click on  'Estimate.'

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2. It will take you to the list of Estimates. Select the estimate you want to send.

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3. Open the 3 dots menu under the column of 'Action', then click 'Send.'

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