Home → EstiMate Version 2 → Known Issues → Can't e-mail out of EstiMate using Microsoft Office Outlook 2007.

1.15. Can't e-mail out of EstiMate using Microsoft Office Outlook 2007.

Q:  I'm trying to e-mail a quote out of EstiMate 2, but when I click the Email button nothing happens.  I'm using Microsoft Office Outlook 2007.  How do I get it to e-mail my quote?

 

A:  We are aware of this, and EstiMate 2 seems to work with all other version of Outlook, but for some reason EstiMate can't launch a new mail message in Office Outlook 2007.  We are looking for a solution to this issue, but in the meantime you can use the "Print to File" option in EstiMate to create a PDF of your quote which you can manually attach to your e-mail message.  Also make sure your Outlook and EstiMate software are up to date, and also refer to this Knowledge Base article to make sure everything else is set up correctly ("I Can't e-mail a quote out of EstiMate"):  http://www.pricingmadeeasy.com/estimate/support/helpspot/index.php?pg=kb.page&id=59

 

To print to a file:

• From the Invoice, Estimate, Work Order, or any other report screen select "Print".

• If you get a preview screen of the report click the printer icon in the upper left corner.

• On the last "Print" screen tick the check-box next to "Print to File".

• Click the drop-down box and select the type of file you want to save the invoice or other report as - PDF is usually the best choice.

• Type a location for the file, or click the [...] box at the end of the "Where" field, select the location for the file, and give it a file name, and click Save.

• Click the OK button to save the file.

• You can now open that file and print it out. 

If we are able to find a solution to this issue we will post it here.  We apologize for the inconvenience.

 

UPDATE:  It's possible that EstiMate isn't recognizing MS Office Outlook 2007 if it was installed before EstiMate.  If this is the case (you installed MS Office Outlook 2007 before you installed your copies of EstiMate 2) then reinstalling Outlook 2007 should correct the issue.

If you have the MS Office 2007 CD you can reinstall just that portion (Outlook) of the software.  Once you've done that restart EstiMate, and try to e-mail a quote.  You should now get a new Outlook email message with your quote attached as a PDF.