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seancolburn-iclo
Level 1

Can I see if an estimate I have emailed to a customer has been opened or read?

 
Solved
Best answer June 23, 2022

Accepted Solutions
Rasa-LilaM
QuickBooks Team

Can I see if an estimate I have emailed to a customer has been opened or read?

Welcome aboard to the Community, seancolburn-iclo.


The built-in utility that notifies users when customers open or read their emailed estimate is currently unavailable. Adding an auto tracker or indicator will benefit a lot of users because it allows them to monitor the transactions easily. You can submit feedback about this feature straight to our product engineers for inclusion in future updates.


Here’s how:

 

  1. In your QuickBooks, tap the Gear icon to select Feedback under Profile.
  2. Type your product suggestions in the Share your feedback box.
  3. Click Next to submit.


The following article covers all the instructions on how to convert an estimate to an invoice, update the sales form’s status, delete one, and so on: Create and send estimates in QuickBooks Online.


Also, the sales and customers guide contains topics that will guide you on how to manage the company’s income, process refunds, enter a credit, and other customer-related activities.


I'm just a click away if you need additional help with handling your estimates or any other QuickBooks concerns. Enjoy the rest of the day, seancolburn-iclo.

View solution in original post

2 REPLIES 2
Rasa-LilaM
QuickBooks Team

Can I see if an estimate I have emailed to a customer has been opened or read?

Welcome aboard to the Community, seancolburn-iclo.


The built-in utility that notifies users when customers open or read their emailed estimate is currently unavailable. Adding an auto tracker or indicator will benefit a lot of users because it allows them to monitor the transactions easily. You can submit feedback about this feature straight to our product engineers for inclusion in future updates.


Here’s how:

 

  1. In your QuickBooks, tap the Gear icon to select Feedback under Profile.
  2. Type your product suggestions in the Share your feedback box.
  3. Click Next to submit.


The following article covers all the instructions on how to convert an estimate to an invoice, update the sales form’s status, delete one, and so on: Create and send estimates in QuickBooks Online.


Also, the sales and customers guide contains topics that will guide you on how to manage the company’s income, process refunds, enter a credit, and other customer-related activities.


I'm just a click away if you need additional help with handling your estimates or any other QuickBooks concerns. Enjoy the rest of the day, seancolburn-iclo.

Fiat Lux - ASIA
Level 15

Can I see if an estimate I have emailed to a customer has been opened or read?

@seancolburn-iclo 

You can utilize a 3rd party free invoicing app to integrate with QBO.

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