How Customers View & Accept

See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview.

When you send a PaintScout estimate, customers receive an email with a link to view, download, and electronically accept the estimate online.

How do customers view their estimates?

Customers receive the estimate via email with a clickable link. The link opens 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 do customers accept an estimate?

Customers click the Accept button at the top of their screen. A pop-up appears where they 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 do you preview an estimate as the customer sees it?

Expand the drop-down beside the Send button and select Preview/Accept to see the customer's view.

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.

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