How customers view their estimates
When you send an estimate to a customer, they'll receive it via email. The email will include a link. By clicking on the link, the customer will be taken to a webpage where they can view the entire estimate.
They can scroll through the estimate, check out the presentation pages, and read your full Terms and Conditions.
At the top of the page, there's a More drop-down menu. This allows the customer to print the estimate, download it as a PDF, or decline (if you have that option enabled in your settings).
How to accept an estimate
Clients can accept their estimate by clicking the Accept button at the top of their screen. A pop-up will appear, allowing them to electronically sign their signature.
Below the signature, there is an Acceptance Disclaimer, which you can customize in your Account Settings > Estimates > Disclaimers.
Once the customer accepts the estimate, its status in PaintScout will update to Accepted. This change will also show up in the Activity section of your sidebar menu.
💡 If you want to receive notifications when an estimate is accepted, visit Your Profile > Notifications.
How to preview an estimate
You can see what an estimate looks like from the customer's point of view by expanding the drop-down beside the Send button and selecting Preview/Accept.
This is also a great way to present your estimate onsite! You can click the Accept button to gather a signature on the spot.
Select Back to Estimate from the bottom toolbar to return to PaintScout from preview mode.
