Client portal
Help a client review estimates and proposals
Use this Pixie CRM guide to help a client review estimates and proposals. It covers the navigation path, key controls and the checks that confirm completion.
Where to goClient portal → Estimates / Proposals
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for help a client review estimates and proposals, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Client portal → Estimates / Proposals in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Contact permission, Document status, Customer ownership, Acceptance/review status.
- Work through Help a client review estimates and proposals using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Contact permission
Document status
Customer ownership
Acceptance/review status
Checks before you finish
- Confirm contact identity before changing access.
- Grant only portal areas genuinely needed.
- Check whether notes/files are staff-only or client-visible.
- Verify saved permissions from the contact record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.