Send a Quote for Customer Approval
Share a quote via the customer portal for digital approval and e-signature.
Quote Approval via Customer Portal
- Open the deal or work order and click Actions → Send for Approval.
- Select the customer contact to notify.
- Choose e-signature required or click-to-approve only.
- Add an optional message and click Send.
What the customer sees
The customer opens a portal link (no login required) and sees the quote with an Approve and Decline button (plus e-signature if required).
Tracking status
- Pending — awaiting customer action
- Approved — customer approved and signed
- Declined — customer declined
On approval, the document is stored on the deal and the deal stage advances automatically.
Where to go next
- Understand the whole module → How the Client Self-Service Portal Works
- See where this fits in the bigger picture → How a Request Becomes a Resolved, Billed Ticket
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