Approvals that happen on the link
No more “approved” buried in an email thread. Your customer opens the estimate and accepts, asks for changes with a note, or declines with a reason — and your team hears about it at once.
What you can do with it
Accept
With a confirmation step, and their option choices recorded.
Request changes
A note is required, so you know exactly what to fix.
Decline with a reason
An optional reason and note help you learn why.
Told at once
The person who sent it gets a notice and an email; Slack if you like.
Four steps, no training needed
Send the estimate
Email, WhatsApp or a copied link — the link is the approval page.
The customer replies
Accept, Request Changes or Decline, each confirmed.
You act on it
Correct Estimate, Mark as Handled, or create the invoice.
A deposit can follow
With a deposit due on acceptance, its invoice is drafted for you.
Every reply lands where you work
A change request shows on the estimate with the customer’s words and two buttons: Correct Estimate to send an updated version, or Mark as Handled when you sorted it by phone. Accepted estimates show what the customer chose and are ready to invoice.
BD-EST-0044 Open
Approval without surprises
Accepting never creates or sends an invoice by itself. If the estimate asks for a deposit on acceptance, Hectile drafts the deposit invoice for your review — it’s yours to finalize and send.
Prefer to record the answer yourself? Mark as Accepted and Mark as Declined work from the app.
Learn it step by step in the Help Center
Related features
Estimates & quotations
Quote first, invoice later — with validity dates, online approval and no retyping.
Estimate options
Optional add-ons and Good / Better / Best choices your customer picks on the link.
Notifications
A bell for payments, replies and overdue invoices — each person chooses in-app and email.
Customer portal
One page per Brand where customers see invoices, estimates, receipts and statements — and pay.
Questions about Online approval & replies
Does the customer need an account?
No. The secure link opens the estimate directly. With the customer portal on, they can also see every estimate from your Brand in one place.
Can a customer accept an expired estimate?
No. After the valid-until date the estimate shows Expired and the buttons go. Send a fresh one with Correct Estimate or Duplicate.
Who is notified?
The person who sent the estimate; if nobody did, the Owner and Admins. Each person chooses in-app and email notices for themselves.
Can I turn online replies off?
The link always shows the estimate; the reply buttons follow your Organization’s settings.
Try Online Approval & Replies on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.