Approve an estimate from your customer portal
1 min read
You can review and approve an estimate from your portal. Approving it records your agreement to the terms and to signing electronically.
Before you start
- Open the estimate approval page from the link we sent you.
Steps
- Review the estimate details.
- Tick "I have read and agree to the terms & conditions above."
- Click Approve Estimate.
Result / verify
The estimate moves to an approved state and you see the confirmed approval — no error banner appears.