Estimation's

Hi UK Plumber!

I see the convenience of letting your customers accept estimates on their end. We've actually rolled out this feature to a few US accounts and we'll add more by mid-September. I recommend sending a suggestion from your QBO company, so our engineers know that many UK clients also need the said feature. Just click on the Gear icon and choose Feedback.

You can also send a separate suggestion about adding an option to create quotations. Right now, our workaround is to create an estimate template for the said purpose. Just name the form as Quote or Quotation.

Create a Quotation form using the estimate template:

1. Click on the Gear icon.
2. Choose Custom form styles.
3. Click the New style button and select Estimate.
4. Name the template to something like Quotation or something like that.
5. Choose the Content tab.
6. Click the Header section of the previewed estimate on the right.
7. Change the form name to Quote or Quotation.
8. Click Preview PDF or Done to save the template.

Use the form:

1. Click New and choose Estimate.
2. Click the Customise option at the bottom.
3. Select your template for quotations.

You can always go back to this thread if you have any other questions about estimates. We're just around to continue to help.

Hi, 

This is a grate work around. However the Estimate summary at the bottom of the email cant be edited - See below. is there a work around to change this? 

------------------------    Estimate Summary   --------------------------
Estimate # : 12345
Estimate date: 06/02/2018
Total: 665.00 £

The complete version has been provided as an attachment to this email.
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