Mobile Payments Feature: Download Estimates from App

We are excited to introduce the latest update to our mobile payments feature – now you have the option to download estimates directly from the Connectly mobile app. This new feature allows you to download a PDF of your signed estimate from within the app by simply navigating to the estimates section, long-pressing on the estimate tile, and choosing “Download estimate”. This update is available across all our platforms, but an update request may be required for Whitelabelled apps.

Instructions on how to use this feature

  1. Login to the mobile app and open your preferred sub-account.
  2. Access the Estimates section via the left-hand navigation drawer.
  3. Find the estimate tile that you wish to download.
  4. Long-press on the desired estimate tile and select “Download estimate”.
  5. The estimate will be automatically saved to your device’s file app.

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