Estimate Accept/Decline Notifications via the Estimate sub-tab

Modified on Fri, 13 Jun at 1:00 PM

When an estimate proposal is sent, via a project's Estimates Sub-Tab, an email is sent to both the primary client, and any secondary clients' email addresses.  


Estimate Accept/Decline Notifications - when the Client Accepts/Declines the Estimate

Upon acceptance or declination of an Estimate by either the primary or secondary clients, the accept/or decline email notifications are sent to:

  • The businesses' RAVE Accounts email(s)
  • The businesses' RAVE Finance email
  • The project's Project Manager's email
  • And the respective primary (and any secondary) clients' email(s)

    Note: If the primary client accepts/declines an estimate, the secondary client (only) is notified, and vice versa



Estimate Accept/Decline Notifications - when the Business Accepts/Declines an estimate on the Client's Behalf

In cases where the business accepts/declines an estimate on behalf of the client, a pop-up screen will prompt the business user with a selection of recipients to be notified of the acceptance/declination via email - again, the options being:

  • The businesses' RAVE Accounts email(s)
  • The businesses' RAVE Finance email
  • The project's Project Manager's email
  • And the respective primary (and any secondary) clients' email(s)

    Note: In the case of accepting an estimate on the client's behalf, the option to notify the primary (and any secondary) clients is turned off




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article