Estimate Approval by Client

Kr8ve1Kr8ve1 Member Posts: 10

Having a button on the estimate for clients to Approve it and then it automatically converts it to an invoice for immediate payment. This would eliminate so many steps for me and my client. Right now I email the estimate, client responds via email with approval. I convert the estimate to an invoice then I email it to the client.


  • ConnorMConnorM Member, Administrator Posts: 1,085 admin

    Hey again, @Kr8ve1! This is another fantastic idea, thank you for your contribution!

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