When you email an estimate, Yardbook automatically provides your customer with:

  • An online viewing button: Clicking this button opens an online version of the estimate.
  • A PDF attachment: This allows your customer to download and save the estimate for their records.

This is the default setup. If you prefer to send only the online version—without the PDF attachment—you can change this in your settings.

How to Disable the PDF Attachment:

  1. Go to your Invoice Settings page.
  2. Follow this path: Sitemap → Company Profile → Settings → Update Invoice Settings.
  3. Enable the option: “When sending an estimate via email, skip the PDF attachment.”

That’s it! Your future estimate emails will now include just the online viewing button.