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How do clients accept the esimate. How do I get messages when clients respond to estiamtes as nothing is comming through and clients say it bounces back or I never recive

 
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QuickBooks Team

Re: How do clients accept the esimate. How do I get messages when clients respond to estiamtes as...

Good day, blue kiwi.

 

When your clients receive the estimates, they're unable to accept it nor respond to it. They'll need to email you the confirmation. Then, you'll need to manually change the estimate's status to accepted.

 

Let me show you how to change the status:

  1. Open the estimate.
  2. Under the customer's name, click the Pending drop-down arrow, then choose Accepted.
  3. Enter the name who accepted it, then the date.
  4. Click Save and close.

Please check the screenshot below.

 

We'd appreciate it if you could let us know about your preferences by sending feedback. Your valuable suggestion goes to our Product Development team to help us improve our system. Just click on the Gear icon, then choose Feedback.  

 

Reach out to us if you have other concerns. We'd love to work with you again. 

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