The only block on the page wearing your dark brand, so it stops the scroll. It carries the tick-box, the button, and a line saying the approval is recorded with a timestamp. A slim bar follows them down the page until the block is in view. Approving freezes the document exactly as they read it — the prices with your markup built in, and any optional extras they added. Once approved it becomes a read-only confirmation. The operating system for post-frame and barndominium builders, so the yes lands in the same place the build will be run from.
Also called: e-sign the estimate · accept the quote online · digital approval · sign off on the estimate
The close happens on the document, not in your inbox
One dark block at the end of the quote, wearing your brand so it stops the scroll. An affirmation naming the exact dollar figure, and an Approve & Start My Project button that stays dead until it is ticked. No printing, no scanning, no verbal yes that nobody wrote down. The approval is timestamped and tied to the named person who made it.
The customer says yes on the phone on Friday, nothing is written down, and by Monday they've had second thoughts and a cheaper quote.
A buyer who decides should be able to act before the feeling fades. Closing on the document, with the exact total named, turns a yes into a record the same minute — and the rep never chases a signature again.
Approve does more than change a status
The click stamps the link, moves the deal in your pipeline, locks the value, fires whatever you have set to run at that stage, notifies your team, and carries the customer straight into the details form. The page is frozen as they read it — every line at the price with your markup built in — and on a SmartBuild-priced quote an optional extra they added is locked in with it; asking to add or remove one afterwards is refused. Double taps are swallowed before they reach the server, so an eager customer cannot approve twice and leave you cleaning up two records.
A customer approves, the office then has to move the deal, notify the PM and email a form — and somewhere in that hand-off a day disappears.
Momentum sells buildings. One click that runs the whole hand-off keeps the job moving while the customer is still excited — and freezing what they read means nobody argues later about what was on the page.
The price is held for a stated number of days, visibly
A live countdown shows exactly how long the quote stands — your account's default, 72 hours unless you set your own, say 30 days — turning amber inside 48 hours and red inside 24. Once it passes, approval is refused and the customer is told to ask you for a new link. That is the difference between a quote sat on for three months and a lumber price somebody has to eat.
A customer finds your quote in a drawer three months later, approves it at last spring's steel price, and you build it at a loss or have an awkward call.
A deadline helps a customer decide — and protects the builder's price. A visible countdown makes the hold fair and plain, so nobody feels tricked and nobody eats a lumber increase.
The approve action follows them down the page
Try itThe quote is a long document, and buyers decide somewhere in the middle of it — over the payment schedule, or while turning the model around. A pinned bar carrying the total and the approve action appears whenever the real block is off screen, and scrolls them to it. On a phone, the decision is one tap from wherever they made up their mind instead of five screens below it.
The customer makes up their mind over the payment schedule, then has to scroll five screens to find the button — and puts the phone down halfway.
People decide in the middle of reading, not at the end. Keeping the decision one tap away wherever they made up their mind turns more yeses into approvals before life interrupts.
You can reopen the exact document they approved
After approval the block becomes a read-only Estimate Approved banner, so nobody re-signs from that page. A Client Estimate button in your estimates list reopens the frozen document as it was signed, without pushing you on to the form or the contract. When somebody disputes what they agreed to, you open the document instead of digging through a history log.
Six months on, a customer insists the gutters were included, and all you have is a status that says approved.
When there's a dispute, the document settles it. Reopening the frozen page exactly as signed ends the argument in a minute, and the customer can't re-sign over it from their side.
- 1The customer ticks the line naming their exact total
- 2Approve & Start My Project wakes up and they press it
- 3The approval is timestamped and tied to the person who made it
- 4The page they approved is frozen as they read it — extras they added are locked in
- 5Your pipeline moves, the value locks, and your team is notified
- 6They are carried straight into the details form
Closing used to mean print, sign, scan, email back — and every one of those steps is another day the quote sits in an inbox going cold. Now they close on the document. A drawn signature was dropped as a hard requirement because a builder asked: the tick-box is the authorization, and a drawn name is recorded when it is given. And once it is approved the block goes read-only — a finished step should not be re-doable from the customer's side, and the extras they chose shouldn't be removable after they've said yes.
- Verbal approvals with no record
- Print-sign-scan cycles delaying material orders
- Double submissions and re-signing an already-approved estimate
The approve bar follows them down the page
It shows only while the signing block is out of view, and gets out of the way the moment it is back. Tap it and the page scrolls them to the real block. On an already-approved quote it turns into a continue button instead.
