Approve an estimate
Check the scope, dates and amount, ask what you need to, then approve in the project.
Who can approve
Client admins approve estimates. Client users see the project without the amount. If you should approve and can’t, ask the company to check that you are a client admin.
Review the estimate
- The project and client names.
- What is included, and anything left out.
- The start and delivery dates.
- The amount and its currency.
- Earlier comments on the estimate.
Ask a question
Write in the estimate’s comments. The company’s admins get an email. A comment doesn’t approve anything.
Approve
Choose Approve estimate when you are ready. The project shows Estimate approved and the company is told. If the scope or price changes later, ask the company how they will record the change.
If you can’t approve
Check you are signed in with the email the company invited. Approval is not offered when the estimate is already approved or the project has moved on. Never ask someone else to approve from your account.
Screens show a sample workspace in Link’s new design, which is rolling out. Inline controls are illustrations; use them in your workspace to make a change.