Estimate acceptance is recorded from a supporting document already saved in Documents. Select evidence that confirms the customer's agreement to the exact approved terms. The record is not an electronic signature or a confirmation that an email was delivered.
Enter the accepting contact name and customer acceptance date, then choose the acceptance document. A person with current company managing access can confirm the evidence where permitted, or an accountant can review it through the available path.
If the recorded file is unavailable or changed, review its retained version in Documents before further approval or conversion. A different file with a similar name should not silently replace the evidence used for the accepted terms.
Once confirmed, the accepted terms and evidence snapshot remain in the immutable history. Keep that history intact when preparing the invoice. If the customer later changes the scope or amount, use the appropriate new or revised proposal process rather than treating earlier acceptance as authorization for materially different terms.
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