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.
- If you’ve included a signature line in your document and settings, the estimate will look like this:
- After the client signs electronically, the Accept button appears. The client clicks this to finalize their acceptance.
- If you have a confirmation email set up, it will be sent to the client after they accept the proposal.
- You’ll now see that the Edit Estimate screen shows the estimate stage has changed to Won.