Know When a Client Responds
QuickEstimate tells you about client decisions inside the app. There are no notification settings to configure: these alerts are always on.
This page explains what you see, where, and what your client receives.
What You See
When a client signs
A banner appears at the top of your Dashboard saying a client has signed, with the client and proposal. Click Dismiss once you've seen it. The proposal's status changes to Accepted.
When a client opens a proposal
The status changes from Sent to Viewed, and each open is added to the proposal's History with the date and time.
When a client rejects
The status changes to Rejected on the Estimates list and the proposal page. Filter the Estimates list by Rejected to see them all.
When a proposal expires
The status changes to Expired once the valid-until date passes. Proposals with 7 days or fewer left show "(Nd left)" on the Estimates list.
What Your Client Receives
Approval confirmation
If the client enters their email when they sign, they receive a confirmation email with a link to the signed proposal.
Optional reminders
If you turn on Automatic Reminders (Management → Business Settings → Pricing & Tax → Proposal Lifecycle Settings), clients get reminder emails before a proposal expires. They are off by default.
Frequently Asked Questions
Not at the moment. Approvals appear as a banner on your Dashboard and as the Accepted status.
No. There are no notification settings. Every account sees the same in-app alerts.
The Dashboard banner is shown for the whole company, so anyone on your team who opens the Dashboard can see and dismiss it.
Never Miss a Signed Proposal
See approvals the next time you open your Dashboard.