SimplySub makes it easy for customers to review and accept estimates online through a branded customer portal. Instead of printing documents, chasing signatures, or managing approvals through email, subcontractors can give customers a simple digital way to approve an estimate from virtually any device.
What this Feature Spotlight covers
The video walks through the customer estimate acceptance experience from start to finish, including:
- Opening an estimate and viewing it through the customer portal
- Displaying your company logo, colors, estimate terms, and optional financing link
- Letting customers enter their contact information, agree to terms, and provide a digital signature
- Accepting estimates from a phone, tablet, or computer
- Sending email and text notifications when an estimate is accepted
- Automatically moving the related job into a status you specify after acceptance
- Recording acceptance details such as the signature, IP address, and browser information
Why it matters
A clear online acceptance process can reduce back-and-forth and make it easier for customers to approve work. Subcontractors also get a documented record of the acceptance session and can keep the job moving without manually updating its status after approval.
Built to stay simple
The entire workflow stays connected to the estimate in SimplySub. Customers get a straightforward approval experience, while your team gets notifications, acceptance records, and job status updates without adding another disconnected tool to the process.