Collect an estimate decision

Customers can view, print, download, accept, or reject a pending estimate.

What to do

1
Enable the public link
Open the estimate and turn on public access.
2
Preview or copy
Use Public Preview or share the tokenized /e/ link.
3
Customer decides
A pending estimate can be accepted with a name or rejected with an optional note.
4
Review the result
The decision, actor, and time appear in estimate activity.