Ways to share
Use email, text, or a shareable link to send the customer to the estimate review experience. Confirm the recipient and estimate version before sending.
Response states
- Viewed means the shared estimate was opened.
- Accepted records the customer's positive response.
- Declined records that the customer did not accept that estimate.
What acceptance does
An accepted response stays connected to the job so the shop can see the customer's decision and continue its own next-step process.
What acceptance does not do
Accepting an estimate does not collect a deposit, charge a card, or process any other payment. Use the shop's existing accounting, invoicing, or payment system for those actions.
Before acting on a response
Confirm the estimate version, scope, pricing, and any customer note. Follow the shop's normal process for contracting, deposits, scheduling, and production authorization outside Precision Film Systems where applicable.
Availability
Estimate sharing and customer responses are included with Shop and are not included in the one-job demo. Demo accounts are limited to the core Solo and Flex optimization workflow.
Review how project and scope details become a customer-ready packet.