Send an estimate and get it approved
Email or text the link; clients approve and sign online.
What it is
Every estimate has its own private link. The client reviews it, signs and approves online, and you're told right away.
1 Send
- Open the estimate and click Email.
- Check the subject and message (set the default text in Settings → Preferences).
- Click Send — the PDF is attached and the link is in the email.
2 Approval
- The client opens the link, reviews the estimate, signs and clicks Approve.
- You get an email and the estimate shows Approved.
- If they decline, you'll see their reason.
Turn on Automatic follow-ups so unanswered estimates get reminders.
Common questions
How do I know the client opened it?
Turn on the notifications in Settings → Preferences: you get an email when a client views, approves or declines.
The client wants a change before approving.
Edit the estimate and send it again. The link stays the same.
Related guides
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