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How to Send an Order/Estimate to a Vendor
How to Send an Order/Estimate to a Vendor

Once you have your Estimate Request, Work Order, or Purchase Order ready, send it off to your Vendor!

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to send an order/estimate to a vendor

From within the order, click the three dots at the very top right of the order.

From here you can select "Download Estimate," Download Order," "Download CSV," "Invoice," Email to vendor," "View email history," or "Delete."

If you wish to download and send your order/estimate outside of the studio, choose "Download Order / Download Estimate."

If you would like to email the order/estimate from within the studio choose "email to vendor."

This will open a pop-up. Here you can edit the vendor's contact name, email, email subject, and email body. You may send orders and estimates to multiple email addresses at the same time by simply entering a comma between each email address.

Before you click Send be sure to choose the last field to switch between an estimate being sent, or an order being sent. Once you have done this then you can click send!

You can see when you emailed your Purchase/Work Order or Estimate by looking at the Email History. Open the Order you'd like to see the Email History for and click the three vertical dots in the upper right-hand corner.

Then click "View email history."

From here you can see who you sent it to, what the subject line was, and when you sent the email to your rep/vendor.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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