How clients accept an estimate
Clients confirm an estimate by entering their name and signing on screen, giving you a clear record of who approved the work.
When you share an estimate, your client opens a secure link — no account or login required — where they can review every line, download a copy, and either accept or decline.
Accepting
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The client opens the estimate link and reviews the items and total.
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2
They press Accept.
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A short form asks for their full name and a signature — they sign on screen with a mouse or finger.
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Once they confirm, the estimate is marked Accepted instantly.
Both the name and the signature are required, so every acceptance carries a clear record of who approved it.
Where you see it
Open the estimate inside your account and look at the Response panel. You'll see:
- Who accepted it (the name they entered)
- When they accepted it (date and time)
- Their signature
The acceptance link is private to whoever you send it to. The name and signature are recorded as entered by the signer — they're a record of approval, not a verified identity check.
Declining
If the client isn't ready to go ahead, they can press Decline and optionally leave a short reason, which you'll see against the estimate.
Downloading
At any time, the client can press Download to save a PDF copy of the estimate for their records.