Workflow Workshop: Let Customers Approve and Pay Their Own Estimates | Oct 27, 2026
When customers can approve and pay in their own portal, you don’t have to chase signatures or take card numbers over the phone. In this session, Yemi and Errol from Method CRM follow one estimate from a customer’s phone call to a paid invoice. Errol builds the estimate from items synced from QuickBooks and sends it to the customer’s branded portal, where the customer signs and accepts it. He then turns it into an invoice, and the customer pays online. Each step shows up in QuickBooks as it happens.
Errol also shows where to turn on approvals and deposits in the Estimates app, and he collects a 10 percent deposit the moment the customer accepts. The Q&A covers what to do when customers don’t trust links in emails and how to handle payments that are split across a project. The session ends with Method AI adding a balance column and building a filtered customer view from a plain-language request.
The Workflow Workshop runs live every Tuesday at 1 p.m. ET. Sign up here.
