See exactly what the customer signed

A builder-only view parameter forces the frozen estimate screen even after approval, so the exact document the customer signed can be reviewed.

What it is

An escape hatch set by the Client Estimate button in the estimates list. It forces the estimate branch, skips the routing that would forward an approved customer to the form or the contract, and still applies the already-approved gate so the builder sees the historical record without an editable approve button.

Also called: what did they approve · review the signed estimate · historical estimate view

See it
See exactly what the customer signed
Prepared for
Ronan Petsch
1140 Ridge Line Rd · Fair Play
Shell package$27,206
Concrete & site$7,898
Doors & windows$5,266
Trim & finish$3,510
Total
$43,880
Signature
The estimate page opened with the read-only Estimate Approved banner in place of the signing block. ClientPortalPage forcedView branch. Sample data — no customer information appears here.
How it works
  1. 1?view=estimate forces the estimate branch in the render switch
  2. 2The router gate effect returns early so no forwarding happens
  3. 3The hold poll is skipped for the same reason
  4. 4The approve section renders in its read-only approved state
Why we built it

When a customer phoned about something on their quote, the builder was reconstructing what had been sent from an audit trail and memory. The builder opens the customer's exact view — what was sent, what was signed — without disturbing the customer's flow or tripping any of the open-tracking. Customers never reach it, and the approval rules still apply, so opening it can never look like a re-sign attempt.

The problem
  • No easy way to view the exact document a customer approved
  • Reviewing a signed estimate risking an accidental re-sign
Sound familiar?
What you get
One click from the estimates list to the signed document
The historical record is read-only by construction

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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