In this article, you will learn how to remove the PDF attachment when sending estimates.
By default, all of the estimates you send via email in Workiz will include:
- A link to view the estimate in the client portal
- A PDF attachment of the estimate document itself
If you want to encourage your customers to view their estimate directly in the client portal — where they can easily review, approve, decline, and even pay a deposit — you can choose to remove the PDF attachment.
How to remove the PDF attachment when sending estimates
- Open the estimate you want to send
- Select Send
- Uncheck the box for Include PDF attachment
- Select Send email
Your customer will receive an email with a link to view the estimate in the client portal. The PDF attachment will be excluded, encouraging them to open the link to review, approve, decline, or make a deposit directly in the portal — all of which are tracked in Workiz for better visibility.