Customers with portal access can review a quote online and record whether they approve it.
Before you start #
- The customer needs portal access. You can send their access details from the customer record.
- Make sure the quote is ready for the customer to review.
Open the portal #
The customer follows their portal link and signs in.
Find the quote #
They open the relevant job or quote and review the quoted work and amount.
Record their response #
They use the approval option shown with the quote to approve it. If they have questions, they can contact your business before proceeding.
What happens next #
The customer’s approval is recorded against the job, allowing your team to follow up and continue the workflow.
Common questions #
How does a customer get portal access?
Send Portal Details from their customer record. The email lets them set a password and activate access.
Can customers approve a quote without portal access?
This guide covers approval through the customer portal. Send portal access details first if the customer has not activated their account.
Related guides #
Sending portal access links to customers · Create and send a quote
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
