The only block on the page wearing the builder's dark chrome, deliberately so it stops the scroll. It carries an affirmation checkbox stating the customer approves the project for a specific dollar figure as their digital authorization, the approve button, and reassurance that the action is encrypted and timestamped. A sticky bar follows the customer down the page until the block is in view.
Also called: e-sign the estimate · accept the quote online · digital approval · sign off on the estimate
The close happens on the document, not in your inbox
One dark block at the end of the quote, wearing your brand so it stops the scroll: an affirmation naming the exact dollar figure as the customer's digital authorization, and an Approve & Start My Project button that stays dead until it is ticked. No printing, no scanning, no verbal yes that nobody wrote down. The approval is timestamped and tied to the named viewer who made it.
Approve does more than change a status
The click stamps the link, advances the deal in your pipeline, locks the value, fires whatever stage automations you have configured, notifies your team, and carries the customer straight into the details form. Double taps are swallowed before they reach the server, so an eager customer cannot approve twice and leave you cleaning up two records.
The price is held for a stated number of days, visibly
A live countdown under the hero shows exactly how long the quote stands — thirty days by default — shifting to a warning tone inside 48 hours and a harder one inside 24. Once it passes, approval is refused with a message telling the customer to ask you for a new link. That is the difference between a quote sat on for three months and a lumber price somebody has to eat.
The approve action follows them down the page
The estimate is a long scrolling document, so a pinned bar carrying the total and the approve action appears whenever the real signing block is off screen, and scrolls them to it. On a phone that means the decision is one tap away wherever they made up their mind, instead of five screens below it.
You can reopen the exact document they approved
Once approved, the signing block becomes a read-only Estimate Approved banner, so the customer cannot re-sign from that surface. A Client Estimate button in your estimates list reopens the frozen document as it was signed, without forwarding you on to the form or the contract. When somebody disputes what they agreed to, you open the document rather than dig through an audit log.
- 1Approval requires the affirmation ticked and a non-expired estimate
- 2Double taps are throttled before any network round trip
- 3POST /api/client-portal/approve verifies the HMAC token matches this link, then stamps approval
- 4Approval fires stage automation, pipeline value locking, attention automations and notifications
- 5The customer is forwarded to the details form after a short settle delay
Closing meant printing, signing, scanning and emailing back, and every one of those steps is another day a competitor's quote sits in the same inbox. The customer approves on the page, with the signing block styled as the document's conclusion and the builder's brand colour behind the single most important decision the customer makes. A drawn signature was dropped as a hard requirement at a builder's request, so approval turns on an explicit affirmation, with a signature image and signer name recorded when supplied. Once approved the block becomes a read-only confirmation, because a completed step should not be re-doable from the customer's side.
- Verbal approvals with no record
- Print-sign-scan cycles delaying material orders
- Double submissions and re-signing an already-approved estimate
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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