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Let a customer accept or decline an estimate

Send a link where the customer answers, and see why when they say no.

1.Open the estimate and press Send for a decision. The link is copied to your clipboard.
2.Send it however you like — email, WhatsApp, a message.
3.The customer sees the quote and two buttons. Declining asks why, and the reason comes back to you.

The answer shows on the estimate and in the estimates list.

What is recorded

The name they typed, the time, and the network address they answered from. Saying yes to a price forms an agreement, and "who accepted this in March" has no answer unless it was written down in March.

What stops it

An answer already given is never overwritten, and a quote past its date cannot be accepted — otherwise the expiry you set means nothing.

Still deciding?

Tell us what you do and we will tell you honestly whether this fits. A person reads it, and replies.

Contact →
info@tmadvisorsgroup.com
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Let a customer accept or decline an estimate | RunGrid