Accept an Estimate Online

In your estimate email, you can include a link the client or lead can click to go to the View My Proposal webpage. They can then select and accept the services they want.

  1. If you’ve included a signature line in your document and settings, the estimate will look like this:

  2. The Accept button appears once the Estimate is signed and the printed name is typed. The Client clicks this to finalize their acceptance.

  3. If you have a confirmation email set up, it'll be sent to the client after they accept the proposal. 
  4. The Edit Estimate overlay shows the estimate stage has changed to "Closed-Won."

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