Ability to approve Estimates in Customer Portal
in progress
Anonymous User
This feature will allow ServiceBridge User's customers to approve estimates that were sent from back-end or from a mobile device directly in Customer Portal. Part of this would be a specific link to that Estimate in the email body which customer should click and will be redirected to the document for review, approve or decline proposal.
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Marc Rubino
Is there an update on this?
Cara Hiebert SATX
Our whole sales team is really looking forward to this feature! Also hoping for the ability to add CC info for deposit during the approval process. An auto notification of "won estimate" to the sales rep would also be super appreciated! Thanks for working on this!!
Bill Cronin
in progress
Jonathan Gonzalez
Bill Cronin: thank you Bill. If they customers approve that’s fine but if the customer decline, it will be great if we can add a question asking why they are declining. Maybe that will help us adjust estimate to remove or add or adjust price or negotiate with the customer
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Ryan Tingle
Currently, customer emails us to say "Sign me up!" Then, there are 2-3 more steps before the job is fully scheduled. The quicker and easier we can get a customer to say yes, the higher the close rate. Really need an "Approve Estimate" button along with a "Wet Sign" option. Ideally, having the ability to send by email and/or text to customer.
Bill Cronin
Merged in a post:
Signature capture on emailed estimates
Ben Fowler
We would like our customers to be able to sign the estimate that we email to them. Currently we are using a 3rd party to send the estimate document to get an electronic signature. We'd like to see a link for the customer to "Sign for Approval" attached to the estimate, similar to how there is a link to pay when we send an invoice.
Jonathan Gonzalez
Yes other software providers have it. I think it will be great for it to have it
Anonymous User
under consideration
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Rebecca Pepe
This is a great idea. Would love to add it. If they could enter their CC for a deposit it would be even better!
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Tony Wurst
Great feature idea! Love Rebecca's idea of adding cc as well. This relates to another feature request for adding the signature panel used on the mobile app on docs or photos attached to customer accounts.
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Metro Pools - Jo Moses
We would love this feature as well. It makes it very easy for the customer to sign off estimates.
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