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.
- In your QuickBooks, tap the Gear icon to select Feedback under Profile.
- Type your product suggestions in the Share your feedback box.
- 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.