Guides / Estimates

Approve and copy the link

Approving does not send anything. It passes the estimate through review and hands you a private link, good for seven days, to send yourself.

What you need first

  • An estimate in review with at least one finish ticked

By the end of this guide the client has a link to a price range on your letterhead, sent by you from your own inbox or phone. Nothing left your hands unread.

Read the card back

The card turns to Approved, the review collapses, and a copy field appears with the date the link closes under it: Approved. It closes on and a date.

The Estimate card after approval, marked Approved, with the copy field, the date the link closes and the send button under it
  1. 1Copy puts the client's link on the clipboard
  2. 2The day the link closes. Seven days, by design
  3. 3The send button, and what it would carry

The copy field is blanked in the picture. It prints a live link in full, and a link is a credential.

Press Copy and send it yourself

Paste it into a text or an email and send it.

Seven days is deliberate. An estimate is short-lived by intent, and the way back is a fresh draft off the current measurements rather than an extension. Once a link has closed, the card offers Draft it again under the line The last link closed. A new draft uses the current measurements.

Or use the send button, if your shop is set up to send

Email it to the client sits under the line Goes out with the link to the finishes you selected. The link closes after seven days.

It carries the covering note you wrote in Settings, Emails. On a workspace with no sending address configured it answers with a plain sentence saying nothing was sent, and the link still works. Copying it yourself works either way.

Watch the job move

The stage moves to Estimate sent and the Overview card becomes Send the estimate link, with the same copy field and an Open the card button. The figures sit under it with Sent and Not sent marked against each family, so you can see at a glance what this client is looking at.

What happens next

See the page at the other end of that link: What the client's estimate looks like.