How to Tutorials
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      Sending an Estimate in Bolster

      This guide provides instructions on how to send an estimate in Bolster, including steps for reviewing, customizing, and distributing your proposal to clients and team members.

      Steps to Send an Estimate

      1. Complete the Estimate Template

        • Ensure your estimate or proposal template is finalized and meets your standards.

      2. Review and Send

        • Click the Review and Send button located in the top right corner.

      3. Address Warnings

        • Bolster will display warnings for low costs, low dimensions, or low counts:
          • Review these warnings to determine if they are intentional or require updates.
          • Adjust the proposal as needed.

      4. Customize the Proposal

        • Add additional recipients by CC’ing other clients or internal team members.
        • Write a short message to accompany the proposal if desired.
        • Attach files or pictures to provide additional context or documentation.
        • Set an expiry date for the quote if necessary.

      5. Send the Estimate

        • Once all details are finalized, click the Send button.
        • The proposal will be sent to the primary client and anyone else CC’d.

      Additional Notes

      • Review warnings carefully to ensure accuracy before sending.
      • The option to attach files and set expiry dates adds flexibility to your proposals.
      • Ensure the client's email is correctly added to avoid delivery issues.