Handoff

Sometimes, clients may not understand how to open and view the online proposals. No problem! Follow these steps to view and accept a sent proposal as if you were the client:

Open Your Estimates Dashboard Navigate to the Estimates Dashboard and locate the Sent Proposal you wish to accept. Tap on the proposal to open it.

Share the Proposal Link While viewing the proposal, click the three-dot menu in the top-right corner, then select Share. This will copy the proposal link to your clipboard.

Open the Proposal Link Paste the copied link into a new browser tab. If necessary, use an incognito window or email the link to yourself and open it from there.

Accept the Proposal Once the proposal is open online, you’ll be viewing it as if you were the client. Scroll to the bottom and click Accept to approve the proposal on the client’s behalf. The proposal status will then update to Approved.

1. Open Your Estimates Dashboard Navigate to the Estimates Dashboard and locate the Sent Proposal you wish to accept. Tap on the proposal to open it.
2. Share the Proposal Link While viewing the proposal, click the three-dot menu in the top-right corner, then select Share. This will copy the proposal link to your clipboard.
3. Open the Proposal Link Paste the copied link into a new browser tab. If necessary, use an incognito window or email the link to yourself and open it from there.
4. Accept the Proposal Once the proposal is open online, you’ll be viewing it as if you were the client. Scroll to the bottom and click Accept to approve the proposal on the client’s behalf. The proposal status will then update to Approved.

How to Accept a Sent Proposal on Behalf of Your Client

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