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valexa
Level 1

Different online estimate version not customisable

I have been using the same estimate template for a couple of years now to create my estimates and email them to my (UK) customers. I email my customers summarized details and a PDF attached so they can download a copy of the estimate. I see that now QB have added a new feature enabling me to 'Share a link to the estimate: Your customer can use the link to download, print, or approve the estimate in an instant.'

When the customers open that  https://connect.intuit.com/..... link in a browser, they can see a small 'View estimate' button on the right and yes, they can download, print the estimate, but with a completely different layout / colour scheme / activity table / of my PDF estimate with lots of info missing, other (not used) info added and a blank footer. There's no option anywhere to customise the online template and nothing I do to my existing estimate templates is reflected on that online version, which the customers are supposed to approve/decline. 

I spent 5 hours on the QB chat line yesterday and all they could tell me is how to customise my existing PDF templates under Custom form styles or create a new PDF template. Nobody knew / could explain where this online version comes from, why it's different than the existing template used to create the estimate and how to customise this online version. I suspect this has something to do with the 'new estimate and invoice experience' https://quickbooks.intuit.com/learn-support/en-uk/help-article/job-estimates/see-whats-new-estimates... but I don't have any of these options here. 

 

9 REPLIES 9
GeorgiaC
QuickBooks Team

Different online estimate version not customisable

Hi valexa, thanks for joining the Community

 

I appreciate the information that you've provided here, and I'm sorry our chat team were unable to support you further. 

 

The new invoice and estimate experience changes the layout to our Modern design. You can customise this by clicking the Mange button on the top right when in the estimate to see all of our new customisation options. If you prefer, you can switch back to the old experience by clicking + New > Estimate > Select old layout

 

You can also share how you feel about the new experience via the Cog > Feedback in your account. Suggestions submitted here are reviewed by our developers who regularly implement product changes based on this.

valexa
Level 1

Different online estimate version not customisable

Unfortunately, I don't have the 'new customisation options' as described here: https://quickbooks.intuit.com/learn-support/en-uk/help-article/job-estimates/see-whats-new-estimates.... Please see attached. I can't switch between the old and the new experience as there's no pink banner or another option for me to do that. Even if it was available to me, why would this 'NEW' thing be so obscured and buried under a bunch of buttons and menus so I would need to spend hours here asking for help and trying to find it...? 

 

Also, I don't understand why would you assume that the online Estimate should look different than the PDF template used to create the estimate anyway and make it practically impossible for us to do anything about that?!? Please note, the online invoices look exactly the same as the PDF template used to create them, why not the estimates? This is getting sooo frustrating...

Ben Leeke
Level 2

Different online estimate version not customisable

Did you ever resolve this. I can't find an answer. 

emmam6
Moderator

Different online estimate version not customisable

Hello Ben, thanks for adding to the thread. Can we confirm are you unable to switch between the old and new layout?

ATK24
Returning Member

Different online estimate version not customisable

Having the same issue here. If I print the estimate manually its the same format as the PDF attached to the email, but if you click on the "Print or Save" link it is the default Estimates format. 

is this fixable?

 

Irene R
QuickBooks Team

Different online estimate version not customisable

I see the importance of the estimates templates sent via the link received by your customers matching the ones you have customized in your QuickBooks Online (QBO) account, ATK 24.

 

I suggest submitting Feedback to our Product Development team regarding the estimate link template. They will look into it and examine the most suitable course of action.

 

I assure you that they're doing their best to devise the software to develop more features to meet your business needs effectively.

 

Here's how you can send a feature recommendation:

 

  1. Click the Gear icon at the top, then tap Feedback.
  2. Indicate your comments or suggestions.
  3. Then select Next to submit Feedback.

 

Know that, the QuickBooks Online Feature Requests webpage allows you to monitor suggestions for new features.

 

Additionally, for the most recent QuickBooks updates, you can check out this article: What's new in QuickBooks.

 

Let me know if you have more queries about the estimate link feature or QBO-related questions, ATK24. The Community will be here to address them 24/7.

ATK24
Returning Member

Different online estimate version not customisable

Also, when you click on the "Print and Save" the page you get has "Merchant Details" showing the main company email address and not the "Customer Facing Email"  that is listed in the account settings. 

 

Is there any way to edit the landing page a customer sees when they click on "Print or Save"?

JamaicaA
QuickBooks Team

Different online estimate version not customisable

Modifying the landing page and changing the email address on the Merchant Details is unavailable, ATK24. You'll want to send a feature request to our product developers.

 

I recognize the convenience of editing the page where your customer can accept and decline the estimate, as well as following the customer-facing email in the Merchant Details section. Please know that we aim to cater to your needs. That said, I recommend submitting feedforward to our innovators so that they may consider implementing it in the future.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Under the Profile column, select Feedback.
  3. Share your recommendation with the product, then click Next.

 

Stay updated on our recent developments by visiting our website or blog.

 

Additionally, the Merchant details email is the one you've set up under the company email. In this case, you can polish it like the customer-facing email.

 

I'm adding a reference to help you create attractive, professional-looking sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Use this guide to convert an estimate to an invoice: Create and send estimates in QuickBooks Online.

 

Your effort in exploring the estimate feature is appreciated. If you need further help managing sales transactions, reply here or ask new questions. I'll provide the answers.

Ben Leeke
Level 2

Different online estimate version not customisable

It's broken, They know it's broken. They are not fixing it. I find this happening a lot. It seems like the person who developed the feature just did not fully test it. Our work around is to send the client an email from our own email program (gmail) We then attach the estimate as a PDF and then provide the link to approve in the email text as a link. 

We tell customers to view the attached PDF and if they want to proceed to click the green accept button they will find if they follow the link. It's not perfect, it is clunky, but it works. Don't hold your breath on this issue being fixed and you won't know it's been fixed until you suddenly find it's working. Painful.

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