Send an estimate to a customer for approval
Send an estimate to a customer for approval
Audience: Owner, Office admin
Plan: All
Platform: Web
Time to complete: ~5 minutes
Overview
Email an estimate to the customer so they can review, approve, or decline from the portal link.
Before you begin
- Estimate is saved with customer, property, and pricing.
- Customer has a valid email on file.
Steps
- Open Estimates and click the estimate to open the detail screen.
- Confirm customer, property, lines, and total are correct.
- Click Send (or Send to customer).
- Confirm or update the customer email in the send dialog.
- Add an optional message to include in the email.
- Review the preview or summary, then click Send / Confirm.
- After success, the status updates (e.g. Sent); you can close the detail view.
Verify it worked
- Estimate status shows Sent (or awaiting approval).
- Activity or history notes the send time; the customer receives the email with the portal link.
Troubleshooting
- Problem: Send button disabled.
Solution: Add customer email or complete required estimate fields.
Related articles
- customer-portal
- create-single-price-estimate
Still need help?
Use Submit a request on the customer portal to open a support ticket, or email [email protected].