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What does my customer see on their estimate page?

Client portal1 min readUpdated October 18, 2026

Your customer opens the estimate from your email, with no account. A waiting estimate reads "Awaiting your approval", with "Approve estimate" and "Decline estimate".

What the customer can do

  • Tick optional add-ons. The total updates as they choose.
  • Approve: they give their full name, a signature and their agreement to sign electronically.
  • Decline: they answer "What changed your mind?", add an optional note, then press "Confirm decline".
  • "Request changes" sends you their note, and the estimate stays open.
An estimate waiting for an answer as the customer sees it: Awaiting approval, the line items and an optional add-on, and Approve estimate, Decline estimate and Request changes beside the total
What the customer sees — A waiting estimate offers Approve estimate, Decline estimate and Request changes.

What they see after deciding

The buttons go, and the page says when it was approved or declined. They can't change their mind on the page, so they contact you. You are told as set in your notifications.

An approved estimate as the customer sees it: the estimate number and title, an Approved badge, the message and line items, and the estimate total with the date it was approved, View PDF and Download PDF
What the customer sees — An approved estimate shows the approval date.

When the buttons are missing

  • Past its valid-until date, the page asks them to contact you for an updated estimate. See Extend an expired estimate.
  • A replaced estimate asks them to check their email for the updated version.

Who can do this

The customer needs only the link. What the page shows is set on Client portal.