Official estimate delivery

What official delivery does

Official delivery does more than send or print a file. It saves the current estimate, creates a customer-facing version, marks the estimate as sent, and stores a revision snapshot.

There are two delivery paths:

• Send through the platform when CrafterOps should email the customer and record the email result.
• Record manual delivery when you send the estimate outside CrafterOps by email, text, WhatsApp, print, or in person.

Previewing or printing for internal review does not create an official revision.

Before sending

Check these items:

• Customer email is correct.
• Customer language is correct.
• Scope and terms are customer-ready.
• Price and margin have been reviewed.
• Internal notes are not used as customer scope.

What the customer receives

If you send through the platform, CrafterOps creates the official revision and queues a branded transactional email. The email contains a short summary, a secure link to the customer proposal, and a real reply address when the business has configured one. Delivery is retried safely if the email provider is temporarily unavailable.

The customer proposal is the current, interactive estimate. It shows scope, terms, totals, options, and approval actions. The estimate email is a notification, not a second editable copy of the estimate.

If you deliver manually, the platform records how you sent it and opens the final preview so you can print or save a PDF.

The print view is useful for saving a PDF manually. CrafterOps does not yet attach a generated PDF to the initial estimate email. That avoids sending a stale attachment when the estimate is revised; each official revision remains its own preserved customer version.

Revisions

If the customer asks for changes, edit the estimate and deliver again. Edits stay as a working version until you send through the platform or record another manual handoff. That delivery becomes the next official revision. Revision history helps your team see what changed and which version replaced the earlier one.

Email rules

• Do not mark an official estimate sent until the customer-facing scope is ready.
• Do not use marketing language in estimate emails unless it is directly related to the estimate.
• Keep internal cost, margin, and pricing notes out of customer-facing text.
• Use the proposal link for approval and the final approved document record; do not ask customers to approve by replying to an email.