Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowGreat news, @Leo!
You can write a proposal in QuickBooks Online by creating an estimate. Let me show you how.
You can check and read this article to learn more about estimates: Estimates/Quotes - Setup and Function.
You can also check this link to know more about QuickBooks: Getting Started at QuickBooks Online.
It'll be my pleasure to help if you have an other questions.
How do you change the name on the document from “Estimate” to “Proposal”?
Hi there, @hawaiiarchitect.
It looks like you've posted twice in this forum. Allstar KimMcCPA already provided steps on how to change the name on the estimate document to the proposal. You can go to this link for your reference: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-i-want-to-send-my-client....
Feel free to leave a message below if you have follow-up questions about your sales forms. I'm always here to help you again. Keep safe.
This isn't a proposal, this is just an estimate. A proposal has other information in it like details about the company, the work involved, etc. It might even have links to another website, or images and videos.
I take it that Quickbooks does not have this functionality?
Thanks for joining the thread, @albsononfire. I'd be glad to share some steps on how we can get this feature included in QuickBooks Online (QBO).
Yes, I agree with you. The option to enter a proposal in QBO is currently, unavailable. I'd recommend sending feedback to our product developers for this feature, to help improve your experience.
Here's how:
You can visit this website to track the status of your submitted feedback: QuickBooks Online Feature Requests.
I've also added this article in case you'll want to personalize and add specific info to your sales forms in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Ping me a reply if you have any other QuickBooks-related concerns. I'll be happy to assist you. Take care!
You should explore a proposal management app to integrate with QBO.
Is this option available on QB Desktop?
I'll share some guidelines to help you write a proposal in QuickBooks Desktop (QBDT).
In QuickBooks Desktop, an estimate is used to create a bid, proposal, or quote and can later be changed into a sales order or invoice. Ensure to turn on the feature to be able to create an estimate. Here is how you tick on the option:
From there, you can now start creating an estimate. Please refer to this article for more detailed steps: Create an estimate in QuickBooks Desktop.
I will leave these articles you can use in the future:
Please do not hesitate to reach out to us again if you have any additional concerns regarding QuickBooks. We are always here to assist you with any questions you may have. Stay safe!
What kind of business do you run?
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.