Generate a PDF or a link to an estimate in the web browser
Generate a PDF or a link to an estimate in the Wave mobile app
Generate a PDF or a link to an estimate in the web browser
- Log in to your Wave account at waveapps.com.
- On the left-side menu, Sales & Payments > Estimates.
- Select the estimate you want to send.
- Click Send estimate.
- Click the More options tab at the top of the pop-up box.
- To copy a link to the estimate, click Copy link.
- To generate a PDF, click Download PDF. The PDF file will download to your device.
Once you have sent the estimate, you can mark it as sent. To do so, open the estimate, then click the Mark as sent button.
If you edit the estimate after you share the link, the changes will be visible when the customer views the estimate using the link.
Generate a PDF or a link to an estimate in the Wave mobile app
- Log in to your account on the Wave mobile app.
- Tap Sales on the bottom menu, then tap Estimates in the submenu.
- Select the estimate you want to send.
- Tap Send estimate.
- Select Send PDF via… or Send link via…
- Select your chosen method of sending the PDF or link.
Once you have sent the estimate, you can mark it as sent. To do so, on the estimate, tap the 3 dots at the top right, then tap Mark as sent.
If you edit the estimate after you share the link, the changes will be visible when the customer views the estimate using the link.