Customer Approval Portal
When you share an estimate, your customer receives a link to a portal page where they can review the details, download a PDF, and accept or decline.
What Customers See
The portal shows:
- Your business name, logo, and contact info
- Estimate number, issue date, and expiry date (if set)
- Line items, tax, discount, and total amount
- Your customer message (if provided)
- Terms
- A Download PDF button
Accepting or Declining
When the estimate status is Sent, customers see two buttons: Accept Estimate and Decline.
- Accepting changes the status to Accepted with a timestamp.
- Declining changes the status to Rejected with a timestamp.
- Once accepted or declined, the buttons are replaced with a confirmation message.
Expiry Dates
If you set an expiry date, the portal shows the date. If the estimate has expired, a warning is displayed and the customer can no longer accept or decline.
Manual Status Changes
If a customer accepts verbally (by phone or in person), you can mark the estimate as accepted yourself from the estimate detail page using the Mark as Accepted button. Similarly, use Mark as Rejected if needed.
Portal Access
No login is required. The portal link is secure and unique to each estimate. You can regenerate or revoke access at any time from the Share dialog.
Related
- Sending Estimates — how to share estimates via link or email
- Converting to Invoices — turn accepted estimates into invoices
- Customer Portal (Invoices) — how the invoice portal works