Let me share information about quote templates in the QuickBooks Online (QBO), service.
In QuickBooks, there are two options to send the quote either in Plain text or in an Online invoice as it has the same view as when a quote has been emailed. However, the custom form style you created will only reflect in the PDF file. Also, please ensure to tick the PDF attached option and download the file to view the email from your customers.
You can follow these steps to check it:
Once done, you can send a sample quote to yourself to make sure everything's fine. You can also check this link for more details: Customise invoices, estimates, and sales receipts in QuickBooks Online.
You can comment below if you have other questions about managing templates in QBO. I'll be sure to help you.
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