Emailing Construction Quotations, Contracts, and Payment Certificates to Clients

You can email a construction quotation, contract, or payment certificate to the client directly from the document’s page. The system attaches the document as a PDF and fills in the client’s email and the message text automatically. After sending, the document shows a Sent label.

Steps to send

1. From the main menu, choose Construction, then open Construction Quotations, Contracts, or Payment Certificates.
2. Click the document to open its page.
3. Click Send Email at the top of the page. The Send Email page opens with its details filled in.
4. Review the recipient, subject, message, and attachment, and change them if needed.
5. Click Send. The message An email was sent successfully appears, and you return to the document’s page.

Send page fields

Field	What it contains
To	The email address saved in the client’s details. If the client has no email, enter it manually, because the field is required.
CC and BCC	Links to add recipients in copy or blind copy.
Subject	The document type and number, such as: Construction Quotation #document number.
Message	Ready-made text from the email template that includes a greeting to the client, the document number, the project, the value, and your business details. You can edit it before sending.
Attachments	The document as a PDF named after its type and number, such as: Construction Contract #contract number.pdf.

Default template and attachment

Item	How it’s chosen
Email template	If you created an active custom email template for the document type, it’s used automatically. Otherwise, the system template in your account’s language is used. If more than one template is available, you can switch between them on the send page.
Attached PDF	Generated from the first template in the document’s Printables list.

After sending

• A Sent label appears at the top of the document’s page next to its status, indicating that the document was sent by email.
• Sending doesn’t change the document’s status; for example, an issued quotation stays issued.
• If sending fails, the Sent label doesn’t appear.

Common problems and solutions

Message or problem	Cause	Solution
You are not allowed to access this page	You don’t have the Edit General Settings permission required to open the send page.	Ask the account manager to grant you the permission from the roles.
The given data was invalid, Please Check Errors Below	The To field is empty, for example because the client has no saved email.	Enter the recipient’s email, then send again.

FAQs

Does sending by email change the document’s status?

No. Only the Sent label appears, and the document’s status stays the same.

Can I send to more than one recipient?

Yes. Add more than one email in the To field, or add recipients in CC or BCC.

In which language is the message sent?

In your account’s language by default, unless you created an active custom template for the document type, in which case your template is used.