How to send an estimate to a client

For the office

Updated July 15, 2026 · 0:24

To send an estimate to a client in WorkxPro, open the estimate, review the details, then email it so the client can view and approve it online. Send it as soon as the estimate is ready to win the job faster, and know as soon as the client approves.

Follow along in your own account.

Start Free Trial