Some companies want full control over when — and how — an estimate reaches the customer. The new Disable Estimate Sending setting gives you exactly that: with the toggle on, the Save & Send button is removed from the Estimate Preview, and estimates are saved as drafts instead. Your team builds and prices the estimate as usual; the sending happens on your terms, through the process you choose.

What's New

• Disable Estimate Sending toggle: a new option on the Estimates General settings tab, alongside your other estimate defaults.
• Draft-only preview: with the setting enabled, the Estimate Preview offers Save as Draft — the Save & Send action is hidden, so an estimate can't be emailed out from this flow.
• Fully reversible: turn the setting off and Save & Send returns to the Estimate Preview, with sending working exactly as before.

Who This Is For

• Owners and sales managers who require an internal review before any estimate reaches a customer
• Companies that deliver estimates through their own channel or process rather than the estimate email
• Teams with newer estimators, where drafts should be checked before anything goes out

⚙️ How to Configure

1) Go to Settings → Sales → Estimates, open the General tab, and turn on Disable Estimate Sending. Click Update.

Sales (1) → Estimates (2) → General (3) → Disable Estimate Sending (4)

2) That's it. When your team builds an estimate and reaches the Estimate Preview, the only action offered is Save as Draft — Save & Send is no longer shown.

The Estimate Preview with sending disabled: Save as Draft only

Good to Know

• Drafts work as always: saved drafts stay on the work request's estimates, ready to review, edit, and handle through your own process.
• Instant on, instant off: the setting applies as soon as you update it, and disabling it restores the Save & Send button immediately — no other part of the estimate flow changes.

Available Now

Disable Estimate Sending is available now under Settings → Sales → Estimates → General. Flip it on and your estimate flow becomes draft-only — flip it off and sending is back. Built from customer feedback, as always.