What's New
Estimates can now be sent directly to clients via email. Recipients receive a formatted estimate with your branding, project details, and total cost. They then visit a secure portal link to approve the estimate, request changes, or reject it — all without needing an account.
On your end, you get real-time visibility: see when the email was delivered, when the client first viewed it, how many times they've revisited it, and whether it bounced. When a client requests changes, the estimate reverts to Draft mode so you can revise and re-send.
How It Works
- Send card: On the estimate detail page, pick a recipient (contact, project admin, or free-form email), preview the email and PDF, then send with one click.
- Client portal: Recipients land on a clean, public review page (
/estimate-review/{trackingId}). They can download the PDF, see the breakdown, and submit their decision with optional notes. - Delivery tracking: Resend webhooks feed real-time updates (delivered, bounced, complained) back into your estimate. View counts and timestamps let you know when clients engage.
- History and re-sends: A "Previous Responses" card shows past decisions. Re-sending clears the old decision so the new send is a fresh start.
UX Improvements
- Line-item deletions are now instant — no row flash waiting for a server refresh.
- Email previews render with your branch branding, address, and contact info.
- Estimate PDFs are dynamically generated and cached so resends are fast.