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How does a client sign an estimate?

Your client opens the link in the email, reviews the estimate and signs on the page. They need no account or app. The accepted estimate records the signature, the name, the time and the device.

What happens

1
You send the estimate by email.
2
The client reviews the lines, the total and the valid-until date, then accepts with a signature, or declines.
3
You are told, and you can take a deposit and convert the estimate to an invoice.
Rules about electronic signatures differ by country and by contract. For anything high-value, check with a lawyer what your country accepts.

Questions and answers

How does a client sign an estimate?

Your client opens the link in the email, reviews the estimate and signs on the page. They need no account or app. The accepted estimate records the signature, the name, the time and the device.

Can the client decline or ask for changes?

They can decline on the page. For changes, edit the estimate and send it again.
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