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Client Hub: How Customers View and Approve Quotes within Client Hub

Learn how clients interact with quotes inside the client hib.

Updated over 3 weeks ago

Managing Quotes Customers can view a list of all quotes filtered by status (All, Open, Approved, Requested).

  • Actions: They can open a quote to review details, Approve it digitally, or download a PDF copy.

  • Deposits: If a deposit is required, they can see the amount paid vs. pending.


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