Estimates for Client Portal

Estimates for Client Portal

April 04, 20251 min read

User can view list of estimates which they are the part of with all necessary details

  • User can view the estimate from client-portal end

  • Download estimates is implemented with in the client-portal

  • Accept/Reject status will be updated and based on that user can view or download estimates

  • This feature will work both on web and mobile app

  • With app permission location admin can enable or disable estimates

🔍How It Works?

For Web 🌐

  • On client-portal dashboard check for estimates widget

  • Click on eye icon to view estimate

  • To download click on download icon

  • If you have more then 5 estimates click on view all there you can view all estimates

For Mobile App📱

  • On client-portal dashboard navigate to estimates tab

  • Click on eye icon to view estimate

  • To download click on download icon. An estimate can be downloaded when it is signed

  • You can scroll to view all estimates

Estimates for Client PortalEstimates for Client PortalEstimates for Client Portal
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