Attach a PDF of the Proposal/Invoice to the email itself

Our Houzz Pro estimating program emails customers not just a link to their online estimates and project dashboard, but also attaches a PDF version of their estimate to the email that they receive. This way they can “save” a hard copy of their estimate to their computer which they can also print out, pretty handy feature that I think Handoff could also benefit from.

Customers tend to have varying levels of “computer savvy” and don’t always know that feature is available to them. Hence, why attaching a PDF version of their estimate to the email by default can make it easier for some customers to directly access their estimates.