Estimate replies: accept, request changes, decline
How customers reply on the estimate link, who is told, and what to do with a change request or a decline.
The estimate’s secure link has three buttons for your customer, each with a confirmation:
Accept
Records acceptance — with their option choices. A deposit invoice can be drafted for you.
Request Changes
A note is required, so you know exactly what to change.
Decline
An optional reason and note.
When a reply arrives
The person who sent the estimate is told — in the bell and by email (their choice). If nobody sent it, the Owner and Admins are. Connect Slack to post replies to a channel too.
BD-EST-0044 Open
- The request — the customer’s own words, on the estimate.
- Correct Estimate — make the change and send the updated estimate.
- Mark as Handled — when you sorted it another way.
Reply to a change request with Correct Estimate rather than a new estimate — the history stays in one place and the customer sees the update on the same kind of link.
Common questions
Can a customer change their mind after accepting?
Not on the link. Talk to them, then Correct Estimate (for estimates with options, while nothing has been made from them).
Do replies use email credits?
No. Notices to your team never use credits.
Keep going
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