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.
- If you’ve included a signature line in your document and settings, the estimate will look like this:
- The Accept button appears once the Estimate is signed and the printed name is typed. The Client clicks this to finalize their acceptance.
- If you have a confirmation email set up, it'll be sent to the client after they accept the proposal.
- The Edit Estimate overlay shows the estimate stage has changed to "Closed-Won."