Official estimate delivery

What official delivery does

Official delivery does more than send or print a file. It saves the current estimate, creates a customer-facing version, marks the estimate as sent, and stores a revision snapshot.

There are two delivery paths:

• Send through the platform when CrafterOps should email the customer and record the email result.
• Record manual delivery when you send the estimate outside CrafterOps by email, text, WhatsApp, print, or in person.

Previewing or printing for internal review does not create an official revision.

Before sending

Check these items:

• Customer email is correct.
• Customer language is correct.
• Scope and terms are customer-ready.
• Price and margin have been reviewed.
• Internal notes are not used as customer scope.

What the customer receives

If you send through the platform, the customer receives an estimate email with a link to the customer preview. The preview should show scope, terms, totals, and approval actions.

If you deliver manually, the platform records how you sent it and opens the final preview so you can print or save a PDF.

Revisions

If the customer asks for changes, edit the estimate and deliver again. Edits stay as a working version until you send through the platform or record another manual handoff. That delivery becomes the next official revision. Revision history helps your team see what changed and which version replaced the earlier one.

Email rules

• Do not mark an official estimate sent until the customer-facing scope is ready.
• Do not use marketing language in estimate emails unless it is directly related to the estimate.
• Keep internal cost, margin, and pricing notes out of customer-facing text.