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Established Member

customer accepting estimates

I run a construction company and I need to send out estimates on a regular basis.

My question is this. Is there a way when I send the customer a estimate that they can accept the estimate online? I previously used aynx for my estimates and invoicing. There was a button in the estimate that would allow them to accept my estimate. Just wondering if I could do something similar with quickbooks 

1 Comment
QuickBooks Team

Re: customer accepting estimates

Hello there, Bigc667.

 

For now, your customers are unable to accept the estimates online. You'll have to manually take note that it's already accepted by adding it as a memo. Here's how:

  1. Open the estimate.
  2. Add notes in the MEMO field.
  3. Click Save & Close.

You can check my screenshot as your reference.

 

 

I know this makes a good feature. I will submit your concern to our management team so they pass this along to our software engineers. They will review this and might add it to our future updates.

 

Don't hesitate to let us know if you have other concerns. Have a good one!