The Customer Portal makes it easy for customers to approve both Estimates and Proofs online. When an Estimate is approved, it is automatically converted into an Order in the CoreBridge system, saving time and reducing manual entry. Proofs can also be reviewed and approved directly through the portal, streamlining communication and keeping projects moving forward.
Table of Contents
Approving Estimates
- If an Estimate includes a Proof in the portal, approving the Estimate will also serve as approval of the Proof.
- When an Estimate is created, it defaults to the Status: Estimate:Estimate and is not yet visible in the Customer Portal. Once the Product Status is changed to any other status, the Estimate will become visible in the Customer Portal.
1. Click on Estimates.
2. Click on the appropriate Estimate.
Note: Estimates requiring approval will display an Action Required label.
3. Click Approve.
Note: You may select Approve Multiple Items or Approve on a single Product.
4. Check I have read and accept all approval terms.
5. Click Approve Product.
Note: Upon approval, the Estimate will be converted to an Order and will be moved to the Orders tab.
Approving Proofs
1. Click on Orders.
2. Select the appropriate Order.
Note: Orders requiring Proof approval will display an Action Required label.
3. Click Approve.
Note: You may select Approve Multiple Products or Approve on a single Product.
4. Check I have read and accept all approval terms.
5. Click Approve Product.
