Sending & Acceptance
Send estimates to customers, understand how they view and accept proposals, and collect signatures.
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Send estimates to customers, understand how they view and accept proposals, and collect signatures.
Once your estimate is ready, send it with the right delivery and acceptance flow. This section covers email and text delivery, customer preview and acceptance, onsite signatures, and sharing estimates or work orders with your team.
Sending Estimates — Send estimates by email or text, customize the message, and control follow-up settings
How Customers View & Accept — See how customers open the estimate, review terms, download it, and accept online
Accepting On Site — Present the estimate in person with preview mode and capture a signature on the spot
How Signatures Work — Understand estimator and customer signatures, where they come from, and how they appear on accepted estimates
Share With Your Team — Share estimates and work orders by email, live link, PDF, or staff sharing permissions
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