Send estimate
send_estimateSends an estimate PDF by email to the customer or chosen recipients, stopping if no customer email is available.
Instructions
Emails the estimate as a PDF to the customer or to the addresses you give.
Sends the customer version of the estimate PDF by email from Contractor Foreman, as the panel's View/Email PDF does. Without to it goes to the estimate's customer, and a customer without an email stops the call. The estimate's status does not change. update_estimate sets it (pending_approval, approved).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Recipient emails. Default: the estimate's customer. | |
| copy_me | No | Send a copy to you. | |
| message | No | Email text above the PDF. | |
| subject | No | Default: the app's 'Estimate: <title> (#n)'. | |
| estimate_id | Yes | From list_estimates or create_estimate. |