Estimates and customer approval
How do I create and send an estimate for approval?
Prepare a quote for the customer to review before you issue an invoice.
How do I set and preview an estimate's expiry date?
Make the validity of an estimate clear before sending it.
How do I check an estimate's approval status?
Check the recorded response instead of treating a viewed estimate as an acceptance.
Where do I find an accepted estimate's approval and signature?
Review the approval event and saved signature for the exact estimate accepted.
How do I plan item costs when preparing an estimate?
Save the expected cost of an estimate line separately from the customer’s selling price.
How do I add recurring items to an estimate?
Give repeat settings to the estimate’s ongoing service lines and keep one-time charges separate.
How do I turn estimate approval verification on or off?
Use email verification when an estimate needs a one-time code before the customer can accept it.
What happens after a customer approves an estimate?
Choose whether accepting an estimate creates an invoice and takes the customer to it.
How do I let a customer remove optional estimate items?
Use this when part of a quote is optional and the customer can leave it out.
How do I let a customer change quantities on an estimate?
Let a customer change the number of units on an estimate before they accept it.
How do I convert an accepted estimate to an invoice?
Create an invoice for an accepted estimate and avoid invoicing the same estimate twice.