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Estimate approval
Review the scope before approving.
Open shared estimates, review the details and complete the required approval/signature steps in the client experience.
Review your estimate
How it works
- 01
Scope
Read the shared scope and itemized estimate.
- 02
Pricing
Check the amounts and terms before responding.
- 03
Approval
Complete the requested approval and signing steps.
Actions, documents & signing
A client decision remains connected to the project and the document that requested it.
Explore this areaAction requests & tasks
Know exactly what is being requested.
Explore this toolChange Order responses
Keep changes agreed and recorded.
Explore this toolPDFs, designs & signature fields
Sign in the right place.
Explore this toolContracts & completed documents
Find the paperwork again.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.