How the client reviews and approves an estimate

How the client reviews and approves an estimate

When you send an estimate, your client receives an email with a link to their client view. Everything they see is controlled by your client view settings. Here is what happens on their end.

What the client sees

The client view shows the estimate with the products, services, images, specifications, and pricing you have chosen to display. At the top of the page they can see the estimate number, project, client name, and a Valid Until date if you set one.

A Review Progress bar at the top tracks how many items have been reviewed, with counters showing how many are Approved and how many are Not Approved. This updates in real time as the client makes selections.

Approving items

The client has three levels of approval control:

• Per item -- each line item has its own Approve and Not Approved button

• Per section -- each section has Approve Section and Not Approve Section buttons in the section header

• Entire estimate -- at the top right, Approve All, Not Approve All, and Reset All buttons apply to every item at once

The client can also collapse and expand sections using the View controls at the top left.

Confirm and Approve All modal

If the client clicks Approve All, a confirmation modal appears before anything is submitted. It shows the total number of items being approved, the total dollar amount, and a full list of approved items with their prices. The client must check a confirmation box stating they have reviewed all details, specifications, and pricing before the Confirm and Approve All button becomes active.

Submitting the estimate

Once the client has made their selections, they click Submit. A Confirm and Sign Estimate modal opens showing:

• An Approval Summary with the number of items approved and the approved total

• A list of all approved items with individual prices

• A Full Name field (required)

• A Signature field -- the client signs using their mouse or touchpad

• The IP address and timestamp recorded automatically

The client clicks Confirm and Submit to finalize. The signature is legally binding and equivalent to a handwritten signature.

What happens on your end

The moment the client submits, the estimate status updates on your side immediately. If all items are approved the status changes to Approved and an invoice is created automatically. If only some items are approved the status changes to Partial.

The activity feed on the estimate records the submission, including what was approved, when, and the IP address. This serves as your audit trail for the approval.