Client approval
Share a link and your client approves the quote with a signature, from any browser and with no account. You get a certificate of the approval.
Learn more: Client approvalInternal estimate approval: nothing goes out without your OK
Your team builds the estimate and you check prices and margins before your client sees it.
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ApproveShare estimate
How does internal estimate approval work in Obrarum?
Build the version
Your team builds the estimate and the version waits for approval, so nothing reaches your client without passing through you.
Check prices and margins
An admin or owner checks the version's prices and margins, so you know what you make before it goes out.
Approve the version
One click records who approved it and when, so your team has a record.
Share with your client
Only an approved version can be shared, so your client gets only what you reviewed.
What does internal approval of an estimate include?
- Only admins and owners on your team can approve.
- If anything changes after approval, a new approval is requested.
- There's a record of who approved each version and when.
Which plans include it?
Internal approval is on the Business plan.
Free
Internal approval
- Not included: Internal approval before sharing with the client
Pro
Internal approval
- Not included: Internal approval before sharing with the client
Business
Internal approval
- Included: Internal approval before sharing with the client
Frequently asked questions
Can I require internal approval before sending a construction estimate?
Yes: someone with authority reviews the estimate and approves it before it goes out. In Obrarum, on the Business plan, an admin or owner turns approval on and versions can't be shared until they're approved.
Who can approve a construction estimate before it goes to the client?
Whoever has authority in the company, like the owner or an admin. In Obrarum only the team's admins and owners can approve; editors build the estimate but can't approve it.
What happens if I change a construction estimate after approving it?
It should be approved again, because what was approved is no longer what would go out. In Obrarum any change to chapters, items, costs, adjustments or terms removes the approval and the version goes back to pending.
Is internal approval the same as client approval?
No: your team gives the internal one before sending, and the client's comes after. In Obrarum they're two separate steps: you approve the version and, once you share it, your client approves and signs from the link.
Which plan do I need for internal approval of my estimates?
It depends on the software. In Obrarum, internal approval is part of the Business plan; the Free and Pro plans build and share estimates without that step.
More for your estimates
Estimate calculator
Build the estimate in chapters and items. You see how much you make on each one, and your client gets the final price.
Learn more: Estimate calculatorItem library
Reuse the items you trust in every estimate.
Learn more: Item libraryEstimate versions
When your client asks about a price, you find the exact version they have.
Learn more: Estimate versionsPDF and Excel
Your client gets the quote without your margin, and you take the full breakdown into Excel.
Learn more: PDF and ExcelCheck every estimate before your client sees it
Let your team build and approve each version before you share it. You decide what goes out.
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