Schedule an estimate email

Prepare a future estimate delivery while keeping the document available for review. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

What you’ll accomplish

Prepare a future estimate delivery while keeping the document available for review. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

1. Go to Estimate → Schedule Email using an administrator or appropriately permitted account.
2. Check the current value and understand which users, records or automated processes it affects.
3. Enter or select the new configuration values. Keep labels concise and use the approved business terminology.
4. Where credentials, email, webhooks or cron are involved, begin with a test or sandbox configuration.
5. Save the change and confirm that Britixo CRM reports success.
6. Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.
7. Document the operational change and use the available reset or rollback option if the result is not correct.

Fields and decisions to review

Checks before you finish

• Set a realistic expiry date.
• Review the client-facing PDF before sending.
• Convert only after approval or according to the internal sales process.
• Check whether the result should be visible to a customer contact or only to staff.
• Confirm the final status, activity entry, generated document or notification before leaving the record.

Continue with related guidance