--- title: "Set up Online Estimates View Preferences" slug: "set-up-online-estimates-view-preferences" tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-23T15:39:47Z published: 2026-10-23T15:39:47Z canonical: "help.servicetitan.com/set-up-online-estimates-view-preferences" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up Online Estimates View Preferences ## Overview [Set up Online Estimates View Preferences Video](https://fast.wistia.net/embed/iframe/jhilx772lj?web_component=true&seo=true&videoFoam=false) Online estimates in [Customer Portal](/commercial/docs/customer-portal-overview) offer a non-PDF web view to show line items directly on the screen. This feature lets you toggle between the traditional PDF-based view and a line-item view that highlights services, equipment, and photos. Choosing the right view helps you match customer preferences and increases the speed of Estimate approvals. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Best practices - Choose PDF-based view if you rely on highly customized proposal templates, branding, or legal layouts. - Use Estimate line-item view if you want to showcase high-quality Pricebook images and descriptions directly in the browser. ## Set up Online Estimates View Preferences Configure how your customers interact with estimates in the Customer Portal by selecting your preferred display mode: 1. Go to the top toolbar and click **Settings** **![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-emvkjx2u.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D)**. 2. In the side panel, go to **Estimates > Online Estimates**. 3. On the *Online Estimates* screen that opens, select one of the following view options: - **Estimate line-item view:** Shows estimate options and line items directly on the web page. - **PDF-based view:** Shows estimates in a PDF based on your document template. ![Settings for online estimate view preferences including line item display options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-ogjzsl20.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) 4. If you select **Estimate line-item view**, configure the following: 1. In the *Line item type display options* section, select the checkboxes for the items you want to show: - Show Services line-items - Show Equipment line-items - Show Materials line-items - Show Other Direct Costs line-items - Show Discounts and Fees line-items 2. In the *Line item field display options* section, select the checkboxes for specific details: - Show line-item photos - Show current member savings - Show potential member savings - Show line-item pricing - Show option to download PDF 5. If you select the **PDF-based view**, the system automatically displays the estimate title, summary, and a cover photo from your Pricebook. 6. When finished, click **Save**. ## PDF-based view If you select the PDF-based view, your customer sees the Customer Portal page where they can preview and sign estimates as PDFs. ![Proposal for Owens Corning architectural shingles highlighting durability and aesthetic appeal.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-yymkt1dw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) ## Preview an estimate PDF 1. In the Customer Portal, on the estimate card, click **View**. 2. On the PDF viewer that opens, review the estimate details—item image, code, description, quantity, price, totals, and the deposit. 3. If the deposit hasn’t been paid yet, click **Pay Deposit** to pay it. 4. (Optional) Click the download option to download the estimate as a PDF. ![Estimate for roof installation using Owens Corning Duration architectural shingles and related tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-4fvj6aix.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) ## Approve an estimate with PDF-based view 1. In Customer Portal, click **Sign & Accept Estimate**. 2. On the *Ready to sign* screen, enter your name in the *Signature* field, then click **Accept & Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-79gy28l9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) 3. If your account requires the deposit at signing, on the *Ready to sign* screen, review the payment amount for your deposit, and click **Submit Payment**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-2j6fwj9s.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) 4. If your account allows deposit payment later, a **Deposit Payment** window asks, *When would you like to pay the deposit?* Choose **Pay $[deposit amount] now** or **Pay later**. - If you pay now, enter your payment information in the Deposit Payment window and click **Submit Payment**. - If you choose Pay later, you return to the Online Estimates page and can pay the deposit at any time by clicking **Pay Deposit** on the online estimate. For more complete steps on approving estimates, see [Accept an estimate with PDF view experience](/commercial/docs/the-new-customer-portal-end-user-experience#accept-an-estimate). ## Estimate line-item view If you select the Estimate line-item view, your customer sees a web-based Customer Portal page that lists estimate options and line items. You can customize the layout using Document Template Editor (DTE). For more, see [Understand Document Template Components: Estimate.](https://help.servicetitan.com/commercial/docs/understand-document-template-components-estimate) ![Proposal for RTU replacement with detailed estimate summary and payment options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-w1qcisqk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) ## View and approve an estimate with line-item view 1. In Customer Portal, click an estimate option to view the estimate details. 2. On the estimate details screen, you can do the following: 1. Click **Download PDF** to download a PDF version of the estimate. 2. Click **Apply for Financing** to apply for a loan if available. 3. When ready to move forward, click **Sign & Accept Estimate**. 4. On the *Ready to sign* screen, enter your name in the Signature field, then click **Accept & Continue**. ![Customer approval document for ProLam Architectural Shingles with signature and payment details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-x35015ea.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) 5. If your account requires the deposit at signing, on the *Ready to sign* screen, review the payment amount for your deposit, and click **Submit Payment**. ![Payment interface for ProLam Architectural Shingles showing amount and submission button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-online-estimates-view-preferences-image-cpqzik9j.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A31Z&se=2026-11-09T12%3A17%3A31Z&sr=c&sp=r&sig=gCHJB%2BPuVUWzVzEevRbHpzOpFKCHkg78QlmXp8oI3%2B0%3D) 6. If your account allows deposit payment later, a **Deposit Payment** window asks, *When would you like to pay the deposit?* Choose **Pay $[deposit amount] now** or **Pay later**. If you pay now, enter your payment information and click **Submit Payment**. If you choose Pay later, you return to the Online Estimates page and can pay the deposit at any time by clicking **Pay Deposit** on the online estimate. ## Want to learn more? - See [Estimate and Sales](/commercial/docs/estimates-and-sales-home) - See [Set up and customize the New Customer Portal](/commercial/docs/set-up-and-customize-the-new-customer-portal) - See [Invite your customers to the New Customer Portal](/commercial/docs/invite-your-customers-to-the-new-customer-portal) - See [The New Customer Portal end user experience](/commercial/docs/the-new-customer-portal-end-user-experience) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)