Customers & Sales | Workspace
Send an estimate for secure customer approval
Preview the customer view, send the secure proposal, record the decision, and convert approved work without retyping it.
Sign in to your company workspace to use the related controls.
What this section includes
- Customer-facing proposal
- Secure approval link
- Approval status
- Revisions
- Convert to job or invoice
Start-to-finish instructions
Finish the estimate
Verify customer, address, scope, line items, options, tax, deposit, total, expiration, and exclusions.
Preview as the customer
Read every section on desktop and phone and confirm that the company identity is correct.
Send the secure link
Use the approved email or SMS channel and explain the next action.
Track the decision
Record approved, declined, expired, or revision requested. Keep changes in the estimate history.
Continue the workflow
Create the booking, job, deposit invoice, or final invoice from the accepted estimate.
What success looks like
- The customer link opens the correct proposal.
- The decision is recorded and the next record keeps the approved scope and price.
Common problems
- Never guess a public estimate token or send one customer another customer's link.
- If the total changes after approval, issue a documented revision instead of silently editing the accepted version.