Gold Standard Estimates
1–3 options • customer approval • shared customer record
Customers
Gold Standard Apps
Customer
Select saved customer
New / manual customer
Customer name
Email
Phone
Address
Estimate
Estimate title
Valid through
General notes
Options
1 option
+ Add Option
− Remove Option
Customer Approval
Save the estimate first to create approval choices.
Customer name / signature acknowledgement
Approve Selected Option
Clear Approval
Email & Share
Your return email for customer approvals
Customer email
Email Estimate
Share Approval Link
Actions
Save Estimate
Share Summary
New Estimate
Open Customers
Saved Estimates
