Improved: Once a customer approves an estimate, it is locked so it can’t be changed by accident. To change it, open it and choose Edit. This cancels the approval, and the customer approves the new version.
Improved: An estimate’s history shows who cancelled an approval and when.
Fixed: Customers no longer see estimates in their portal until you send them.
Fixed: Customers can only approve or decline an estimate that is still open, not one that is declined, lost or already invoiced.
Improved: Converting an estimate that is already an invoice now asks before making a second invoice.
Improved: Removed four estimate settings that didn’t do anything yet: Deposit on approval, Auto-create job, Approval method and Allow customer to pick tier.
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