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
- Open a Project or Service Agreement.
- Click Send (or send for signature).
- 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.