Help Center

Sending an estimate or agreement now uses the customer's email by default

1 min read

When you send an estimate, project, or service agreement for approval or signature, the recipient details now come from the customer, not the site contact.

Steps

  1. Open a Project or Service Agreement.
  2. Click Send (or send for signature).
  3. Review the pre-filled recipient name and email.

Result / verify

The send dialog addresses and pre-fills using the customer's own email, not the site contact's.