Sending Estimates
Multiple ways to deliver estimates to customers:
- Email: Send with professional email template
- SMS: Text link for mobile viewing
- Client Portal: Available in customer's portal
- In-Person: Present on tablet and collect signature
- Print: PDF for physical delivery
- Shared Link: Public link for easy sharing
Tracking Status
Monitor estimate status in real-time:
- Draft: Being created, not yet sent
- Sent: Delivered to customer, awaiting response
- Viewed: Customer has opened the estimate
- Accepted: Customer approved the quote
- Declined: Customer rejected the quote
- Expired: Passed expiration date
- Converted: Changed to invoice or project
Client Actions
What customers can do with estimates:
- View detailed breakdown of services and pricing
- Accept estimate with electronic signature
- Decline with optional reason
- Request modifications or ask questions
- Pay deposit to accept
- Download PDF copy for records
- Share with spouse or decision maker
Estimate follow-ups
Use saved rules to nudge clients when an estimate is sent or still unsigned, or follow up manually from the estimate record, so open quotes get a next step instead of going quiet.
- Send a reminder a few days after an estimate goes out
- Follow up again closer to expiration
- Offer a time-bound incentive when it fits your policy
- Ask for feedback if a prospect declines
- Suggest an alternate scope or package when helpful