Estimate Workflow Approval

Not everyone who builds an estimate should be able to send it. The approval workflow puts a review step between building and sending, so nothing reaches your client until the right person has signed off on it.

The two roles

Every user working with estimates is set up either as a creator or as an approver.

What a creator can do

A creator builds estimates. When they open the Action button, they see two options:

• Save as Draft
• Request for Approval

That is all. A creator cannot send an estimate to a client.

What an approver can do

An approver reviews and sends. When they open the Action button, they see:

• Save as Draft
• Compose Email
• Send via WhatsApp
• Send via SMS

How the workflow runs

1. The creator builds the estimate. Sections, line items, materials, profit, discount, tax, payment terms, attachments, terms and conditions — everything.
2. The creator clicks Request for Approval. The estimate goes to the approvers.
3. An approver reviews it. They can check every figure, use the preview to see it exactly as the client would, and make changes if something is wrong.
4. The approver approves it.
5. The approver sends it by email, WhatsApp or SMS.