07-21-2022 07:51 AM
It would be awesome if service titan had a feature where customers were able to sign estimates through the estimate portal. Allowing them to accept sign, and date an estimate and it still converts to sold and notifies the office to schedule.
07-22-2022 11:12 AM
@Akligmann If you go to Settings > Invoicing > Estimate you can insert the "OnlineEstimateLink" placeholder there. This rolled out with our Covid protocol updates. Hope this helps!
07-21-2022 12:49 PM
Your customers should be able to accept and sign an estimate on the online estimate link - https://help.servicetitan.com/how-to/online-estimates