Sending an estimate via WhatsApp can be done in just a few clicks. I got you covered to accomplish this goal.
Please take these steps below to share an invoice from your computer:
Click on the + New button at the top.
Choose Estimate, then fill in the necessary information.
Select Save and Share (WhatsApp).
Enter your customer’s number
Create a message to go with the estimate
Enter your customer’s number
Press on Share and Close. A new tab will open for WhatsApp Web. If you need to sign in, you’ll see on-screen instructions for how to use your mobile device to help you sign in.
Keep me posted if you still have questions or concerns with sending estimate via WhatsApp. I'll be around for you. Take care and have a great weekend ahead.
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