How to Customize What Your Client Sees on Your Estimate

With just a few simple clicks, you can easily adjust which details your clients can and can't see on your estimates.

Customize in Edit Mode

You can hide specific elements of your estimate from your client while in edit mode, including columns and category totals.

Hide Columns From Client

To hide an entire column from the client, hover over the name of a column and click on the three dots. Select Hide From Client in the menu options.

Once hidden, you’ll see a small eye icon that indicates that the column is only visible to you (in edit mode) and not to your client.

Hide Category Totals

When you choose to organize your estimate by category, room, etc. using the View By dropdown, by default each category row will include totals in certain columns (Quantity, Cost, etc.). To hide these category totals and create a cleaner view of the estimate, simply hover over the name of a column and click on the three dots. Select Hide Totals in the menu options.

Once hidden, the totals will not appear at the category level for you or your client. You can show the totals again at anytime by selecting Show Totals on the corresponding column menu.

Customize in Preview Mode

Preview mode allows you to view the estimate exactly how your client will view it once you send it. Within preview mode, you can customize what your client can and can't see in more detail.

To start:

1. Open up the relevant estimate.

2. Select the Preview button at the top right of your screen (next to Send).

3. At the top of your estimate preview, you will see Customize What Your Client Can See. Select the Settings dropdown to adjust your estimate. Here, you can hide pricing details, columns, item details, and approval settings like e-signature or approval by line item.

4. If you want to hide something from your client, make sure to uncheck the box next to that setting — checking the box will allow your client to see it. When you make a change, your document will automatically update and save so you can see how your client will view it.

Share an Estimate

Ready to share your estimate with a client or lead? You can send your estimate in either edit or preview mode, though we recommend viewing your estimate in preview mode before sending to make sure everything looks good.

To share, click the Send button at the top of your estimate. You can also download a PDF or copy the link if you prefer to share separately.

When you select Send, you will be able to format the email your client will receive, including the client's email address, email subject, email message and attach a PDF if needed. You can even use one of your saved email templates by selecting My Templates.

Click Send once you're ready to share the estimate with your client. If you've shared the Client Dashboard, the estimate will now appear there as well.

View Estimate Activity

Once a client has opened your estimate, they can review the details and approve or decline the estimate. You will automatically receive an email as soon as they make any decision.

Within your estimate in edit mode, you'll notice the activity stream on the bottom of the document. This activity stream will update with the estimate details, including when your client opened the email, viewed the estimate, and approved or declined it.