Pixie CRMHelp Centre
How-to guide

Help a client review estimates and proposals

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Explain how customers view, comment, accept or decline supported sales documents.

Audience: CustomersFeature: EstimatePermission-aware
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Where to goClient portal → Estimates / Proposals
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Explain how customers view, comment, accept or decline supported sales documents. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

  1. Start from Client portal → Estimates / Proposals and open the relevant record or view.
  2. Verify that the record is in the correct status and that you have permission to perform the action.
  3. Check the related customer, dates, amounts, recipients and attachments before continuing.
  4. Select the action described by “Help a client review estimates and proposals” and complete the displayed options.
  5. Preview client-facing content or the resulting document where Pixie CRM provides a preview.
  6. Verify the action and wait for the success message before leaving the page.
  7. Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.

Settings to check

CustomerCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Estimate numberCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Estimate date and expiry dateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
CurrencyCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Items, taxes and discountCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Client note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

  • Set a realistic expiry date.
  • Review the client-facing PDF before sending.
  • Convert only after approval or according to the internal sales process.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentchecktaxcurrencyapprovalsales accountingclient portalnotificationsemailcustomers
Send and manage an estimateConvert a proposal to an estimate or invoiceHelp a client view and pay invoicesUse estimate pipeline viewReceive and manage estimate requests

Keep the workflow connected

Move from the product overview to a related capability, connection or practical guide.

Help Centre

Customer & contact guides

Create and manage records with the right access.

Module

Customer management

Keep contacts, history and responsibilities in one place.

Integration

WhatsApp Business integration

Connect customer conversations with the work that follows.

Solution

CRM for sales teams

Connect enquiry handling, follow-up and the delivery handover.