Estimates for Client Portal | Clixio Changelog
We’re thrilled to introduce the Estimates feature for the client portal where users can view and manage their Estimates in one place
- Users can view a list of estimates to which they are a part of, with all necessary details
- Users can view the estimate from the client portal end
- Download estimates is implemented within the client portal
- Accept/Reject status will be updated, and based on that, users can view or download estimates
- This feature will work on both web and mobile app
- With app permission, location admin can enable or disable estimates
- On the client portal dashboard, check for the estimates widget
- Click the eye icon to view the estimate
- To download, click on the download icon
- If you have more than 5 estimates, click on view all to see all estimates
- On the client portal dashboard, navigate to the estimates tab
- Click the eye icon to view the estimate
- To download, click on the download icon. An estimate can be downloaded when it is signed
- You can scroll to view all estimates


