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ezyVet

Invoicing

Estimates

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

SmartFlow

ezyVet Connect

ezyVet Knowledge Center: New and published

Pilot features

Use the Send email button on the estimate screen to send an estimate to a client in one step.

Make sure that the estimate is saved and has the Draft, Sent, or Accepted status.
Make sure that ezyVet has an email template for estimates.

Note: As an alternative to this procedure, you can use the Share with client button. For more information, refer to Make an estimate and send it for an electronic signature (email method).

To send an estimate, do this procedure.

Select Financial.
Select Estimates.
ezyVet shows the estimate records of your site.
Open the applicable estimate.
Select Send email.
In the New Email Communication dialog box, do a check of the email template and the email content.
Change the email information as necessary.
Select Send.

ezyVet sends the estimate to the client in an email.

ezyVet then changes or keeps the estimate status:

If the estimate had the Draft status, ezyVet changes the estimate status to Sent.
If the estimate had the Sent status or the Accepted status, ezyVet keeps the status.

Last updated: July 27, 2026