INTENDED SEARCHES: approve estimate, approved estimate, unapproved estimate, acceptance proposal
Estimate approval means the proposal has moved from proposed work toward accepted work.
Typical process:
1. Create and send the estimate.
2. Customer or office reviews the estimate.
3. Estimate is approved if the customer accepts the proposed work.
4. Approved estimates may become available for scheduling, jobs, billing, or purchase order workflows depending on setup.
Before approving, check:
- Customer accepted the work.
- Estimate items are correct.
- Billing engine is correct.
- Deposit and discount are correct.
- Terms are correct.
- Scheduling details are ready if work should be scheduled.
Why this matters:
Approval can trigger downstream work. Do not approve an estimate that still needs pricing or scope changes.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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