Send Estimate to Customer for Approval
We give you two 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 approval.
When the customer approves an estimate, you will be notified by email.
Customer Approval page: Customers will be diverted to this page When they click the link you send them.
![Customer Approval](https://www.fieldpromax.com/wp-content/uploads/2023/12/Customer_Approval_page.webp")
Option 2: Generate Estimate PDF
With this option, you generate a PDF of the Estimate and send it from your email. Select “PDF Estimate” from the ACTIONS button to download as a PDF.
