How do I Customize the Actions in the Estimate sent to my Customers?

Updated on August 31, 2020 07:19AM by Admin

This feature allows you to customize (enable or disable) the actions, which will be reflected in the estimated proposal sent to your customers.

For instance: If an employee does not want his customer to negotiate the estimate sent, then the “Request Change” button can be disabled by sliding the toggle OFF.

Request Change Button

Let’s go through the following steps.

Steps to Customize Actions in the Estimate Sent

  • Go to Estimates App.
  • Click on “More (...)” icon -> “Settings” -> “Estimates” -> “Customer Actions”.
  • In the Actions page, slide the toggle OFF for “Request Change”.
Estimates Apptivo

  • The changes made will be auto-updated.
Disabled Toggle

  • Now, when an estimate is sent to your customer, he will not view the “Request Change” button.
Button Hidden

Related Links