Approving an estimate freezes its proposal terms. It records the company's confirmation of the offer, not customer acceptance, and it sends no email through the estimate workflow. Keep those states distinct when reporting progress to a teammate.
Review the customer, validity date, lines, tax and notes before confirming the terms. If something needs to change, use the available withdrawal or draft-edit action instead of approving an offer you already know is incorrect.
After approval, the estimate can be ready for the customer while still lacking acceptance evidence. Record the customer's actual agreement through the acceptance workflow using a supporting document that refers to the exact approved terms.
Do not convert an internal approval into a claim that an electronic signature or email-delivery confirmation exists. The page expressly distinguishes those events. Inspect the saved audit history so the sequence shows when the proposal was approved, which evidence was recorded and when a later invoice draft was created.
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