If you receive verbal or written approval from your customer, you can manually approve the estimate on their behalf.
- Go to Project Estimates in the upper navigation bar.
- Locate the correct project in the list.
- Click the magnifying glass to view details.
- Click the Manually Approve action in the upper right corner.
- A pop-up window will ask for confirmation. Manually approving the estimate will cancel the request and set the estimate to approved.
- Click Approve estimate.
- This action converts the Estimate to a Project and moves it over to the Active Projects tab.