Open the estimate
- Sign in to BizRx Workspace.
- Select Estimates in the Workspace navigation.
- Select the estimate number or title you want to review.
Opening a published estimate records it as viewed. This does not approve it.
Review the details
Check the title, issue and expiry dates, currency, selected plans or services, billing intervals, setup fees, and Total currently payable.
Where the estimate includes both one-off and recurring work, the commercial totals show them separately. Use Download PDF if you need an offline copy.
Accept required contracts first
If the estimate includes a contract marked Acceptance required, open it from the Contracts section and complete its acceptance step. The Approve estimate button remains unavailable until every required contract has been accepted.
Record your decision
- Select Approve estimate to approve the proposal.
- Select Decline to decline it.
Approval does not take payment and does not activate a subscription. It allows BizRx to convert the approved estimate into an invoice. Payment and any resulting subscription activation happen later.
If a price, scope item, currency, date, or term is wrong, contact BizRx before approving the estimate.
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