Easily send and manage estimates with customer approval online
You can now send estimates as PDFs that customers can view and approve or decline on a simple public page. Your team gets notified instantly, and you can keep track of everything right from your dashboard.
Sending estimates just got a lot smoother. When you send an estimate, it comes as a neat PDF with all the details laid out clearly. Your customers get a special link where they can review the estimate, choose to approve or decline it, and you’ll see their response right away.
This means no more back-and-forth emails or confusion—everything is tracked in one place. If an estimate is voided, you’ll see that on the public page with a clear watermark and reason, so it’s obvious to everyone. Plus, your dashboard now shows handy buttons to send, resend, copy links, or void estimates, along with status badges to keep you updated.
Overall, managing your estimates and customer feedback is easier, faster, and more organized, helping your business flow better every step of the way.