Estimate Approval Workflow

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Estimate Approval Workflow

< 1 min read

Estimates may require approval before proceeding.

🔹 Workflow #

  1. Create estimate
  2. Send to client
  3. Client reviews
  4. Client approves/rejects

📌 After Approval #

  • Convert the estimate into a proposal or invoice
Updated on 26/05/2026

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