View and Manage Estimates in the Sparkforge Client Portal

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Sparkforge Client Portal gives your clients a single place to view, download, accept, or reject estimates on web and mobile. Admins toggle visibility through app permissions.

The Estimates feature in the Sparkforge Client Portal puts every estimate a client has received in one place. They can view details, download signed estimates as PDFs, and accept or reject proposals from the same screen on web or mobile.

What clients can do

  • See every estimate tied to their account in one list.
  • Open an estimate to view full details.
  • Download signed estimates as PDFs.
  • Accept or reject estimates and see status updates reflect immediately.
  • Use the same workflow on the web portal or the mobile app.

Web: view and download an estimate

  1. Sign in to the Client Portal in a browser.
  2. Find the Estimates widget on the dashboard.
  3. Click the eye icon to view an estimate's details.
  4. Click the download icon to save a signed estimate as a PDF.
  5. Click View All if more than five estimates exist.

Mobile app: view and download an estimate

  1. Open the Client Portal mobile app.
  2. Tap the Estimates tab on the dashboard.
  3. Tap the eye icon to view details.
  4. Tap the download icon to save a signed estimate.
  5. Scroll the list to browse the rest.

Note: downloads are only available on signed estimates.

Admin: turn the Estimates feature on or off

  1. Open App Settings in your admin dashboard.
  2. Go to Permissions.
  3. Toggle Estimates on or off.

The setting applies to both the web portal and the mobile app for that location's clients.

Frequently Asked Questions

Why is the download option missing on some estimates?
Downloads are only available for signed estimates. Unsigned estimates can be viewed but not downloaded.
Can clients see estimates they already accepted or rejected?
Yes. The portal shows the full estimate history, including accepted, rejected, and pending.
Where is the Estimates tab in the mobile app?
The Estimates tab sits on the main dashboard of the Client Portal mobile app.
Can admins hide estimates from clients entirely?
Yes. Toggle the Estimates permission off under App Settings → Permissions to hide it on web and mobile.
The Estimates widget isn't showing up. What now?
Confirm with the admin that the Estimates permission is enabled. The widget appears once the permission is on.

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