Send Estimate to Customer for Approval

We give you 2 options for sending the Estimate to your customer for approval.

Option 1: Send Online Approval Link

From the Actions button, select “Send for Approval”. Next, click on the Copy to Clipboard button and paste it on the body of your email. This has a link for your customer to approve online.

Your customer can request any changes or approve.

When the customer approves an estimate, you will be notified by email.

Approval Link

Customer Approval page: When your customer clicks on the link you send them, they will be diverted to this page.

Customer Approval

Option 2: Generate Estimate PDF

With this option, you generate a PDF of the estimate and send it from your email. From the ACTIONS button, select “PDF Estimate” to download as a PDF.