View and Manage Estimates in the Client Portal

Customers review, accept, reject, and download estimates directly in the portal.

What customers can do

View full details, accept or reject, download signed estimates as PDF, track status.

On the web

Find the Estimates widget, use the eye icon to view or download icon to grab a copy.

On mobile

Same actions from the Estimates tab.

A limitation to know

Only signed estimates can be downloaded.

Turning this feature on or off

Control visibility through App Permissions.