> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Estimates & Invoices: What Your Customers See

> Preview the branded email, PDF, and approval-and-signature page a client gets when you send an estimate or invoice.

# Overview

When you send an Estimate or Invoice from FieldPulse, your customer receives more than just a number. They get a branded, professional experience that reflects your business. This article covers what that looks like, from the email they receive to the PDF, and the approval and signature page.

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# Estimate & Invoice Emails

When you send an Estimate or Invoice from FieldPulse, your customer receives an email with a link to view their estimate/invoice. If you've added your logo in your Company Settings, it will display in the header.

<img src="https://mintcdn.com/fieldpulse/pPwPJybzvhu1lYfd/static/images/_api/15193159-estimates-invoices-what-your-customers-see/01.png?fit=max&auto=format&n=pPwPJybzvhu1lYfd&q=85&s=446b07ab3c65716568076df059ef629c" alt="Customer estimate or invoice email with company logo in the header" width="2048" height="995" data-path="static/images/_api/15193159-estimates-invoices-what-your-customers-see/01.png" />

**What's configurable:** Email body text, subject line, from name, from email address, logo display, and CC address.

<img src="https://mintcdn.com/fieldpulse/pPwPJybzvhu1lYfd/static/images/_api/15193159-estimates-invoices-what-your-customers-see/02.png?fit=max&auto=format&n=pPwPJybzvhu1lYfd&q=85&s=fc97ace3ce84ab189d69dc938bcaabbf" alt="Estimates and Invoices PDF email default settings in Company Settings" width="2048" height="996" data-path="static/images/_api/15193159-estimates-invoices-what-your-customers-see/02.png" />

The email body text, from name, from email address, and CC address can be defaulted by going to *Company Settings > Estimates & Invoices > PDF Emails.*

<img src="https://mintcdn.com/fieldpulse/pPwPJybzvhu1lYfd/static/images/_api/15193159-estimates-invoices-what-your-customers-see/03.png?fit=max&auto=format&n=pPwPJybzvhu1lYfd&q=85&s=d4cf744986140cf726600fae58539b08" alt="Estimate or invoice email view as received by the customer" width="1628" height="1464" data-path="static/images/_api/15193159-estimates-invoices-what-your-customers-see/03.png" />

<Note>
  To learn more about Sending Estimates and Invoices to Customers, click [the guide to sending estimates and invoices](/using-fieldpulse/estimates-invoices/sending-estimates-invoices-to-customers).
</Note>

***

# Estimate & Invoice PDFs

When you send an Estimate or Invoice from FieldPulse, you can choose to send your customer a PDF version.

To view the PDF, go to your *Estimate/Invoice record > View Estimate/Invoice > PDF*

<img src="https://mintcdn.com/fieldpulse/pPwPJybzvhu1lYfd/static/images/_api/15193159-estimates-invoices-what-your-customers-see/04.png?fit=max&auto=format&n=pPwPJybzvhu1lYfd&q=85&s=4726de8ee478cf12c62e4eecdf8dffca" alt="Estimate or invoice PDF opened from the record view" width="2048" height="996" data-path="static/images/_api/15193159-estimates-invoices-what-your-customers-see/04.png" />

To send your Estimate/Invoice PDF, press *Email to Customer* and toggle on *Attach Estimate/Invoice PDF*

<img src="https://mintcdn.com/fieldpulse/pPwPJybzvhu1lYfd/static/images/_api/15193159-estimates-invoices-what-your-customers-see/05.png?fit=max&auto=format&n=pPwPJybzvhu1lYfd&q=85&s=4603968f4b2dff249ea82ad6da68dd94" alt="Email to Customer dialog with Attach Estimate/Invoice PDF toggle" width="2048" height="1001" data-path="static/images/_api/15193159-estimates-invoices-what-your-customers-see/05.png" />

**What's configurable:** Estimate/Invoice theme (colors, fonts, layout), logo, company info, contract attachments, and what line item details are shown.

<Note>
  To learn more about Estimate & Invoice Themes, click [the estimate and invoice themes guide](/using-fieldpulse/estimates-invoices/custom-estimate-invoice-themes). To learn more about Estimate & Invoice Preview Settings, click [the estimate and invoice preview settings](/using-fieldpulse/estimates-invoices/default-estimate-invoice-settings).
</Note>

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# The Approval and Signature Page

If you've requested a customer signature, customers can approve their estimate/invoice directly from the dynamic link. They'll see the record details and a green button to accept, no account or login required.

<img src="https://mintcdn.com/fieldpulse/pPwPJybzvhu1lYfd/static/images/_api/15193159-estimates-invoices-what-your-customers-see/06.png?fit=max&auto=format&n=pPwPJybzvhu1lYfd&q=85&s=b8753c5437474859d2d03408e69a301e" alt="Customer approval page with a green button to accept and sign" width="2048" height="993" data-path="static/images/_api/15193159-estimates-invoices-what-your-customers-see/06.png" />

**What's configurable:** Whether a signature is required.

<Note>
  To learn more about Requesting a Customer Signature, click [the customer signature request guide](/using-fieldpulse/estimates-invoices/requesting-a-customer-signature)
</Note>

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*