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Help Center

Guides and answers for using ClientPilot.

Reviewing and accepting your quote

When we send a quote, you can review it and accept or decline it right from your dashboard.

Reviewing and accepting your quote
  1. 1Open the Quotes tab in your dashboard.
  2. 2Click Review & Sign to open the quote.
  3. 3Read the details and total. If you have questions, use the chat.
  4. 4Click Accept to approve it, or Decline with a reason.
  5. 5Once accepted, payment instructions appear automatically in your project chat.

Tip: You can download a copy of any quote for your records.

Support & Website
Website Home Portal Home Get A Quote ClientPilot User Guide ClientPilot Help Center info@projat.com