Stay informed with real-time updates on every estimate you send.
Clear communication with your clients is key to closing deals faster. Fynlo helps you stay on top of every estimate by keeping you informed when clients review, accept, or decline your offer, all without any manual follow-up.
📩 What Your Client Sees
When you send an estimate, your client receives a professional email with key details, including:
The estimated number and total amount
A due date
Easy options to accept or decline the estimate
A downloadable PDF version
Everything is designed to give your clients a smooth, hassle-free review process.
✅ When the Estimate is Accepted
If a client agrees to your offer:
You'll receive a confirmation email that includes all relevant details.
You can then move forward with invoicing the client directly from the platform.
Benefit: No need to wait or chase for responses, you're notified automatically, so you can take the next step quickly.
❌ If the Estimate is Declined
If the client chooses not to proceed:
You’ll receive a notification that the estimate was declined.
If the client provides a reason, you’ll be able to view their feedback.
You have the option to update and resend the estimate.
Pro tip: Feedback from declined estimates can provide valuable insight into how to improve or adjust your offering.
📊 Viewing Estimate Status at a Glance
You can easily check the status of each estimate in your account—whether it's still pending or converted to an invoice.
This makes it easy to track progress and prioritize which opportunities to follow up on.
🛎️ Real-Time Email Notifications
Fynlo sends you timely email updates the moment your client takes action.
When Accepted:
Subject: “Estimate Accepted”
The message includes client info and options to convert the estimate to an invoice directly.
When Declined:
Subject: “Estimate Declined”
Includes any client feedback and a link to revise or update the estimate.
These notifications help you stay informed, organized, and ready to respond, without needing to check your account constantly.
💡 Why It Matters
With Fynlo, you never have to guess where your estimate stands. You’ll know when it’s been viewed, accepted, or declined, so you can move forward confidently and close deals faster.