• Shopping Cart Shopping Cart
    0Shopping Cart
Clixio
  • Features
  • Pricing
  • FAQ
  • Blog
  • Log in
  • Free Trial
  • Menu Menu

Estimates for Client Portal | Clixio Changelog

March 27, 2025/in What's New? Client Portal, Dashboard

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
image
image
image
https://clixio.io/wp-content/uploads/2025/03/d96e0086e682465d7628653358cf9dc1-scaled.png 1541 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-03-27 21:30:002025-03-27 21:30:00Estimates for Client Portal | Clixio Changelog

RSS feed: Latest Feature Updates Latest Feature Updates

  • Introducing Recommendations & Error Detection in Forms, Surveys & Quizzes October 21, 2026
  • Introducing the Quiz Element in Funnels & Websites! October 21, 2026
  • Action needed: move your WhatsApp marketing to MM Lite before October 2027 October 19, 2026
  • Get the right ad platform on your number pool calls October 16, 2026
  • Send number pool calls to multiple users who can answer it on any device they choose October 16, 2026
  • Localized Gift Card Communications | Clixio Changelog October 15, 2026
  • A rebuilt WhatsApp template builder, plus per-contact media October 15, 2026
  • Checkout upgrades for AI Studio Payments October 15, 2026
  • AI Studio Chat Widgets: Native Live Chat Built Into Your AI Studio Apps October 14, 2026
  • Enable or Disable Features for Multiple Accounts at Once October 14, 2026
Book a demo
See Clixio working
for your business, live.

30 minute call with our team. Personalised to your industry, no hard sell.

Book your free demo
14 day free trial · Cancel anytime
Clixio - Marketing and sales automation

Marketing & sales automation built for Australian service businesses. One platform, one flat rate, genuinely easy to use.

Product
Features Pricing How it works Latest updates
Company
Blog FAQ Get support Account transfers
Legal
Privacy Policy Terms & Conditions
© Clixio. All rights reserved. Made with ♡ in Australia.
Scroll to top Scroll to top Scroll to top