Different online estimate version not customisable

valexa · ‎October 20, 2023

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.

GeorgiaC · ‎October 20, 2023

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 · ‎October 21, 2023

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

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

emmam6

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

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Different online estimate version not customisable