Send client estimates directly from Lobiloo

On the Estimates tab you can download a PDF of your estimate any time.

Problem

Sending estimates to clients requires you to log into your email, attach the PDF, and manually type a message.

Solution

With Lobiloo, you can attach your latest estimate directly to an email and send it to your client in 1 click.

The "from" name and email will be your own, with no Lobiloo branding, so replies will go directly to your personal inbox.

Getting Started

  1. While logged into Lobiloo, visit the Settings tab from your top navigation.
  2. Scroll down to the Client Emails section.
  3. Enable the feature, and modify the default subject line + body (optional)
  4. You're done!

Above is the default email template, accessible in your Settings tab, which you may modify and preview live.

Using the Feature


Going forward, the bottom section of your Estimates tab will provide an option to email clients their invoice directly.

(You will be BCC'd on these emails for quality assurance.)