What this guide covers
Estimate detail page
The detail page typically includes:
- Estimate header with code, client, project link, and status badges
- Line items with products, services, discounts, and notes
- Terms attached to the estimate
- Actions to send for client approval, duplicate, or export (based on your permissions)
Client approval status
When an estimate is Sent for approval, eligible client contacts see it in the client portal. Status updates to Client approved or Client rejected when they decide. Rejected estimates retain the rejection reason for your team.
Related client experience
Clients approve or reject from their portal. See the client guide Approving or rejecting an estimate to understand what they see.