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4.78. How do I fax an estimate?

I want to fax my estimate to a customer directly from my computer how do I do this?

You will need fax software installed in your computer in order to send faxes directly. The following instructions apply to Winfax PRO. If they do not work for you then consult your fax software documentation for the procedure.

1. Open an estimate and click Print > Estimate.
2. On the Print A Report screen click the print icon.
3. When the print preview screen appears, click the print icon in the upper left hand corner. (If you do not have the preview box checked on your Print A Report screen skip to step 4.)
4. When your printer dialog box appears, choose the fax software from the printer dropdown, and click the print button. Your estimate will be sent to the fax software. You can then print directly from the fax software and your estimate will be attached.

Q & A:

Q: What if I don't have fax software installed in my computer?
A: It is advised that you print the estimates as normal and insert the printed estimates in a fax machine for transmittal.