Alpha Estimates
Viewing estimates through the client portal and accepting them via a signing link
Portal Estimates
Clients can view all estimates shared with them in the portal. Accepting or rejecting an estimate happens through a separate public signing link (sent by email), not from the authenticated portal itself.
Estimate List
The estimates page shows all estimates associated with the client:
| Column | Description |
|---|---|
| Estimate Number | Unique identifier |
| Date | When the estimate was created |
| Valid Until | Expiry date of the estimate, if set |
| Status | Current status (Draft, Sent, Accepted, Rejected, Expired, ...) |
| Total | Total estimated value |
Click on any estimate to view its full details.
Estimate Detail
The detail view in the portal is read-only and displays:
- Line items — description, quantity, unit price, tax rate, and totals for each item
- Subtotal, tax, and total — financial summary
- Validity — the valid-until date, with an expired indicator when the date has passed
- Status — the current estimate status
Accepting and Rejecting
Estimates are accepted or rejected through a tokenized public link, separate from the portal login. When your team sends an estimate, the client receives a link to a public signing page where they can:
- Review the estimate contents and download the PDF
- Accept the estimate by entering their name and drawing a signature
- Or reject the estimate, optionally providing a reason
Only estimates in SENT status that have not expired can be accepted or rejected. On acceptance:
- The estimate status changes to
ACCEPTED, with the signer's name, timestamp, and signature image recorded - The linked opportunity is marked as accepted and the client's CRM status is updated
Rejected estimates remain visible in the portal list for reference, marked with the REJECTED status and the rejection reason.