Overview
Online estimates in Customer Portal 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.
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 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:
Go to the top toolbar and click Settings
.In the side panel, go to Estimates > Online Estimates.
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.
If you select Estimate line-item view, configure the following:
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
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
If you select the PDF-based view, the system automatically displays the estimate title, summary, and a cover photo from your Pricebook.
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.
Preview an estimate PDF
In the Customer Portal, on the estimate card, click View.
On the PDF viewer that opens, review the estimate details—item image, code, description, quantity, price, totals, and the required deposit.
(Optional) Click the download option to download the estimate as a PDF.
Approve an estimate with PDF-based view
In Customer Portal, click Sign & Accept Estimate.
On the Ready to sign screen, enter your name in the Signature field, then click Accept and Continue.
On the Ready to sign screen, review the payment amount for your deposit, and click Submit Payment.
For more complete steps on approving estimates, see Accept an estimate with PDF view experience.
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.
View and approve an estimate with line-item view
In Customer Portal, click an estimate option to view the estimate details.
On the estimate details screen, you can do the following:
Click Download PDF to download a PDF version of the estimate.
Click Apply for Financing to apply for a loan if available.
When ready to move forward, click Sign & Accept Estimate.
On the Ready to sign screen, enter your name in the Signature field, then click Accept and Continue.
On the Ready to sign screen, review the payment amount for your deposit, and click Submit Payment.
