Simple Estimate approved Button
PMRServicesLLC
Member Posts: 1
When you send an estimate to a client they would be given the option to approve. Not only will this serve the client from having to contact you again to approve by phone it also protects us the vendor from client saying they never agreed. It happened to us a few times. Now we require a signed copy back, This step would be eliminated by having an approved method integrated in to the system, Example,, Dotloop and docu sign have the client electronic signature and date, But a simple approved button would do. What are your thoughts?
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Hey @PMRServicesLLC !
Here is a link to another similar discussion that might shed some more light on this feature idea. Cheers.