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Update Estimate Link Expiration

If you're unable to resend your estimate or your customer can no longer access because the link is expired, here how to update the link

Jana avatar
Written by Jana
Updated over 3 months ago
  1. Log into your account

  2. From the menu, choose Estimates

  3. All active estimates will now show

  4. Locate the estimate you want to update the link for

  5. On the right hand side of the estimate line item, click the 3 dots

  6. From the drop down menu, click Send Estimate

  7. Update the Estimate Link Expiration box that is currently red with a negative number by adding a new number of days

  8. Click the Update Link Expiration button when complete

  9. The updated link will now send to the customer

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