Approve a sent estimate from the list or the estimate detail page
1 min read
Team members with the right permissions can approve a sent estimate from wherever is most convenient.
Before you start
You need permission to approve estimates.
Steps
- Go to Estimates.
- For a Sent estimate, click Approve in the row action, or open the estimate and use the ⋮ menu.
Result / verify
The estimate's status updates to reflect the approval.