Client Acceptance
The point of an estimate is the client's answer. This page covers the client-facing experience — what they see, how they respond, and how each response reaches you.
What the Client Sees
When a client opens the link from their estimate email (or finds it in their portal under Estimates), they land on a clean, branded estimate page at /estimate/{number}/:
- Your logo and a FROM block (your company's billing details)
- The ESTIMATE title, number, status badge, and the total
- An ESTIMATE FOR block with their name and billing address
- The issue date and the valid-until date (shown in red if it has expired)
- The full line-item table — description, details, quantity, unit price, amount
- Subtotal, tax, discount, and the bold total
- Your Terms and Notes, if you filled them in
- A Download PDF button
Clients see only their own estimates. They get the view and the response buttons — never the admin controls (edit, send, clone, convert).
Viewed Tracking
The moment a client opens the estimate page, ClientCove records it: a Sent estimate flips to Viewed and stamps the first-viewed time. It's automatic and happens once — so on your side, the status tells you whether the client has actually looked at the quote yet.
The Three Responses
While an estimate is Sent, Viewed, or Accepted, the client sees three buttons:
| Button | What it does |
|---|---|
| Approve Estimate | Moves the estimate to Accepted, logs the approval, and emails you that it was accepted. This is the green light to convert it to an invoice. |
| Decline | Moves the estimate to Declined (a final state) and logs it. No email is sent. |
| Request Changes | Opens a comment box. The estimate's status doesn't change, but your comment-in-hand notification goes to you so you can revise and re-send. |
Request Changes keeps the conversation open. It doesn't decline the estimate — it just tells you the client wants edits, with their comment attached. Make the changes (or Clone to a new draft) and send again.
Who Gets Notified
- Approve → you receive an accepted email: "Great news — your client has accepted estimate [number]. When ready, convert it to an invoice."
- Request Changes → you receive a changes-requested email with the client's comment quoted.
- Decline → no email (the status change is your signal; check the activity log for the timestamp).
The notification address is your From Email under Settings → Estimate Settings, falling back to the site admin email.
The PDF
Both you and the client can Download PDF from the estimate page. The PDF is the same branded document — logo, FROM block, line items, totals, terms, and notes — rendered for print and email.
PDFs are served through a secure gateway that checks access before delivering the file (the same view rules as the page itself), and they regenerate automatically if the layout has been updated since the last download, so the client always gets the current version.