Send, export, and hand off
Send the quote letter and export estimates to your MIS or other systems.
By Styrbjörn1 author12 articles
- Configure the email template copyUse this article when you need to set the company block, customer details layout, and letter copy that appear on every quote letter PDF Estimator generates.
- Configure quote letter brandingUse this article when you need to upload your company logo, set up the header and footer artwork, and control how the branding repeats across multi-page quote…
- Configure tax on quote lettersUse this article when your shop bills with a flat single-rate tax (GST, VAT, Sales Tax) that needs to appear on every quote letter and on the in-app totals —…
- Preview a quote letter PDFUse this article when the quote is ready to go out and you need to see the customer-facing PDF — totals, tax line, company header, footer copy — before you…
- How the quote letter worksUse this article when you are about to send a price to a customer and need to understand which controls in setup drive the rendered PDF, and where the live…
- Quote letter fields referenceUse this reference when you are editing the quote letter template in Estimate Setup, or setting a flat tax rate that should appear on quote letters, and you…
- Quote letter totals or details look wrongUse this article when the customer-facing PDF you just rendered shows a total, a tax line, a company header, or a body layout that does not match the on-screen…
- Estimate export field referenceThis reference describes every field an administrator configures under Estimate Setup → Settings → Connections → Connect with external MIS, plus the…
- Export an estimateUse this article when a calculated estimate is ready to leave GelatoConnect Estimator and become a job in your external MIS or downstream system.
- Configure external MIS exportUse this article when your shop wants to push calculated estimates to an external system — a MIS, ERP, or job-ticket service — and you need to set the…
- How estimate export worksUse this article when you need to understand how a calculated estimate leaves GelatoConnect Estimator and arrives in the system your shop already uses to run…
- Why an export failedUse this article when Export returns an error, when Export Log shows a failed entry, or when the MIS team reports the estimate never arrived.