Accepting estimates

Maxime Rousseaux-Bridle's Avatar

Maxime Rousseaux-Bridle

13 Feb, 2013 05:52 PM

Is it possible to flag an estimate as accepted so that it's status changes from 'Sent' to 'Accepted'?

  1. Support Staff 1 Posted by Seth B on 13 Feb, 2013 06:05 PM

    Seth B's Avatar

    Hi Maxime,

    No there's nothing inside the app that does that. If you click "requires agreement" on your estimate, your client needs to view the estimate online, then accept it from that end.

    You can either uncheck "requires agreement" on your estimate, or login as your client and click the button yourself.

    To login as a client, visit their information from under the Contacts tab, then use the menu on the right-hand side near their name in the 3rd panel.

    - Seth

    [ sent from my mobile // excuse me for any typos ]

  2. 2 Posted by Maxime Rousseau... on 13 Feb, 2013 06:40 PM

    Maxime Rousseaux-Bridle's Avatar

    Thanks for the quick response Seth - thats exactly what I was looking for!

  3. Maxime Rousseaux-Bridle closed this discussion on 13 Feb, 2013 06:40 PM.

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