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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
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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

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