Accept an Estimate Online

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

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

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  2. After the client signs electronically, the Accept button appears. The client clicks this to finalize their acceptance.

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  3. If you have a confirmation email set up, it will be sent to the client after they accept the proposal. 

  4. You’ll now see that the Edit Estimate screen shows the estimate stage has changed to Won.

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