Estimates & Proposals
Public proposal & approval
Share a proposal as a secure web page customers can review and approve online, with the approval recorded for your records.
Where to access
Each proposal has a shareable public page; it can also appear in the customer portal.
Related
How it works
- Share the proposal link with the customer, optionally protected by a password.
- The customer reviews the proposal as a clean landing page.
- They approve electronically; the approval is recorded with date and details.
- The approved proposal can flow into an invoice.
Tips
- Online approval removes back-and-forth and speeds up the moment a customer says yes.