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Accepting Estimates
When a client accepts an estimate, I get an email confirming it, but what I really need is a signed document: either a physical signature or an electronic signature. Or a minimum, a PDF of the estimate with the label “ACCEPTED” with date/time and name/title/email of the person accepting.
Can we add something like this?
Thanks for the feedback, Brent. The ability to see who’s accepted an Estimate is definitely something on our feature request list, and I’m adding your name to the list of people who are looking for it!
In our workflow (business to business), we send customers a “quote” and they respond by sending a “purchase order” (that references the quote) — each of these is basically a binding agreement. The concept of “accepting an estimate” (by clicking a button) is really too relaxed for us. In my case, I’d like to disable the option for customers (anyone who has access to the estimate URL) to click the “Accept Estimate” button. However, if the customer had the option to attach a purchase order when they click the “Accept Estimate” button, then I might reconsider :)
So, I’d like to request a feature: I want a global option to disable the “Accept Estimate” and “Decline Estimate” buttons in the web estimate view.
Note: We add purchasing instructions in the “notes” field at the bottom of the estimate telling customers that they can place the order by emailing or faxing us a purchase order.
