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Estimate Approval Responses

Customers can now accept or deny shared estimates directly from PineBill

|1 min read|
PT
PineBill Team

Shared estimates now include customer response actions. Customers can accept or deny an estimate from the secure share page, with an optional note for context.

Improved Analytics Dashboard

What's New

  • Customer decisions — shared estimate pages now support Accept and Deny actions
  • Response notes — customers can add an optional note when submitting their decision
  • Team notifications — organization members receive an email and dashboard notification when a customer responds
  • Dashboard visibility — estimate detail pages now show the customer response, timestamp, and note
Improved Analytics Dashboard
estimatesapprovalsnotifications