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Preview documentation. These guides describe the planned product. Accounts and integrations are not open yet.

Preview what the customer sees, then send

The page and the PDF exactly as the customer reads them, with costs and margin hidden.

Quick readWatch the preview

In this topic · 5 of 5

Open the preview before approving. It shows the scope, the options, one total and the payment plan exactly as the customer will read them. Costs and margin never appear on the customer side.

  1. 01Check the three things that cause questions later: is every line measured, is the validity date right, is the payment plan the one you said out loud on site.
  2. 02Approve. Nothing is sent until you do.
  3. 03Choose the channel: email from your own domain, SMS or WhatsApp. The customer gets a page and a PDF in your brand.
  4. 04The follow-up sequence starts from the sent date. A reply, a question, a decline or an acceptance stops it; opening the page does not.

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How a customer accepts an estimateOpen the page, tick the options, verify with a 6-digit email code, accept. What happens on both sides.Quick readThe default follow-up scheduleDay 3, day 7 and day 14, then a call task. Business hours only, never on Sundays.Quick read
PreviousVAT, validity dates and the margin check

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