The customer portal is a webpage where clients can view their estimates, change o…

1.) Open the proposal in the customer portal. 2.) Check the Accept or Decline opt…

Signature capture allows you to require a digital signature from the customer whe…

Any notes left by the client using the Request Changes option in the customer por…

Setting up payment processing allows your clients to pay invoices with a credit o…

Once you have completed creating your estimate you are now ready to email it to t…

If your clients are seeing an old version of your estimate after you have made ch…

The customer portal is a webpage where clients can view their estimates, change o…

The customer portal is a sales tool for your company where clients can view their…