Estimate Signatures
When you share an estimate with your client through Buildwise, your client can sign it online. Their signature approves the estimate.
Here are the steps to follow:
Share the estimate
On the estimate's Share tab, click Share By Email. The email tells your client they can sign at the bottom of the estimate. See Share Estimates. Only the link in the email Buildwise sends can be signed. If you copy the link with Copy URL and send it yourself, your client can read the estimate but cannot sign it.
Your client signs
At the bottom of the estimate, your client signs in the Customer Signature box and clicks Approve. They can click Decline instead. The Approve button stays greyed out until your client draws a signature in the box.
Buildwise records the approval
The signature and the date show on the estimate. Buildwise emails your client a PDF copy of the signed estimate for their records. Buildwise also emails the team member who sent the estimate. If your client clicks Decline instead, that team member gets an email too, and your client gets none.
The status changes
The estimate's status changes to Client Approved, and the estimate locks. To save your own copy, click Download on the Share tab.
Only one person can sign
You can send the estimate to more than one client, but only one person can sign it. Whoever signs first is the only signature on record. Anyone who opens it after that will not see the option to sign.
A project can have only one approved estimate. While another estimate on the same project is approved, the Approve and Decline buttons do not show on this one.
You can't sign for your client
You and your team see the Approve and Decline buttons too, but they only work for your client.
For what each status means, see Estimate Statuses. If the sign option is not showing, see How come I can't sign an estimate or change order?
If you have any questions or need support:
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