What your customer sees when they approve an estimate

How the approval page works, so you can walk a customer through it.

When you send an estimate, your customer gets an email with a button to view it.

1. They open the link on their phone or computer. No account or password needed.
2. They see your logo, the lines, totals and any notes. They can press Download PDF.
3. If there are options, they choose one first.
4. To approve, they type their full name, sign in the box, and press approve.
5. To decline, they press decline and confirm.

You see the status change to Approved or Declined right away, and you get an email (and a phone notification if turned on).