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Bid & Sign

Know when your customer opens the estimate

See when an estimate was sent, opened and signed, with a full history and the status of every email.

Know when your customer opens the estimate

Follow up at the right time. Every estimate now moves from draft to sent to viewed to signed, and the dashboard counts each status.

Open any estimate for the full history: who created it, when it was sent, when the customer first opened it, when they signed and every download after that. Email Activity shows each message that went out.