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View and Manage Estimates in the Client Portal

This article explains how clients can view, download, and manage their estimates directly through the Client Portal on both web and mobile. The Estimates feature helps streamline communication and keeps clients informed by providing access to estimat

Last updated: May 26, 2026


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On this page

  • What is the Estimates Feature?
  • Key Benefits of Estimates in the Client Portal
  • How to Access and Use Estimates on the Web
  • Steps:
  • How to Access and Use Estimates on the Mobile App
  • Steps:
  • Managing Estimate Availability via Admin Permissions
  • Steps:
  • Frequently Asked Questions

In this folder

  • How can my customers use the Client Portal?
  • How to set up the Client Portal?
  • Client Portal Dashboard
  • Client Portal SSO Magic Links: Enable One-Click Access to Client Apps
  • Notifications inside Client Portal
  • App Permissions in Client Portal: Enabling/Disabling a child app
  • Quick Start Guide - Kollab (iOS & Android)
  • How to Use Assignments in Courses
  • Subscription Management in Client Portal
  • Give community groups access via Contacts
  • Client Portal Branded Mobile App: Setting up branding of your app
  • Client Portal Dashboard Revamp and Associated Contracts
  • Client Portal App - Custom mobile app notifications
  • Notification Preferences for Courses in the Client Portal
  • View and Manage Estimates in the Client Portal
  • How to Force app updates on the Client Portal mobile apps
  • How Email Notifications Work for Invoices, Estimates & Contracts in the Client Portal
  • ClientPortal Builder Enhancement Pack
  • Chat Widget Integration with the Client Portal
  • Client Portal - Edit Default Email Templates

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