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Moderator

Re: E-Sign for estimates

Hi there, @The Water Pros.

 

It's nice to see you here in the Community. I'm here to share some information about the feature that you'd like to add in QuickBooks Online (QBO).

 

While the option to add your clients' signature to invoices is currently unavailable in QBO as what my colleague @VivienJ mentioned above, I'll be sure to pass along your request for this feature directly to our Product Developers for consideration in future updates.

 

I encourage you to submit your feedback and suggestions as well. This helps our Product Developers know how this option/feature makes your QBO experience smoother. This can be done directly through your account by clicking the Gear icon in the top right corner, then select Feedback or by going to the following link: QuickBooks Online Feature Requests.

 

That's it! Please know that I'm just a post away should you need anything else. Take care and have a great weekend.

Senior Explorer *

Re: E-Sign for estimates

For best business practices I would recommend the following.... Still use a 3rd party app that integrates with QB. Let me explain why... You do not want non-accounting personnel writing directly to your Accounting system (QB). "Bad data" will cause more issues long term. Need quality control and a way to track accountability. A very common scenario is the following: An employee fills out a Sales Order as a fillable PDF form (already digital). Using a 3rd Party app the client accesses portal to securely sign the document. You are not actually "sending the document via email"... instead your system is notifying your external client via email that he/she should click a link to access your system securely to digitally sign the document. The signed document is then routed automatically to the bookkeeper (accounting personnel) for review and possible GL coding or other requirements but most importantly "approval/rejection" for accountability. Upon selecting approve the data from the form would auto push directly into QB eliminating additional data entry. You also can incorporate multi-stage approvals for further accountability for instances where maybe the Total amount or Client Name is dynamically read and maybe upon signature of client it gets routed to CFO or other employee Before (or After) accounting review. Whatever your workflow is you can easily mirror and/or improve for advanced accountability. Everything is tracked for audit purposes which is great for audit situations but also allows the app to notify users if the approval action is taking too long. Management can be notified of status of orders automatically or reports can be auto-generated so you can actually improve your internal processes at the same time. Also no reason to print documents or store in paper format since the 3rd party app can store all digital files inherently and not only allow you to search by client name, invoice number or any other basic data but also full-text or everything on document. Scanned paper documents like you are currently using by default are image files and no text is searchable. Completed documents can also be pushed into QB if you desire.
Not applicable

Re: E-Sign for estimates

I will throw my hat into this discussion as well.  I run a custom window coverings business and quite often close sales via email and phone.  I send out estimates to my customers, which they then sign and return when ready to purchase.  I then convert into an invoice and collect payment.  In the custom window coverings world it is important to have the customer sign the estimate, agreeing to things such as color and control options of shades.  If we run into a problem later, it is just one more thing showing the customer agreed to these specs.  

 

I don't want to add an outside app or form managements system.  I don't need a legally binding agreement, I just want a space for the customer to sign accepting the estimate as delivered.  I know I can gather a signature on Quickbooks mobile, but I am very rarely present when they are ready to sign.  Integration of an esign (like docusign) block would be amazing for my business on the estimate form.  

 

Just my two cents...

 

Joe

Highlighted
Senior Explorer *

Re: E-Sign for estimates

Hey Joe. I agree that the estimate signature feature you are looking for is a good idea. But keep in mind that DocuSign is a 3rd Party app. "Integration with DocuSign" does not mean you avoid paying for the DocuSign license(s). Either QB would bill you for the feature/integration or the connector would be built and then you would pay DocuSign for the license.
Not applicable

Re: E-Sign for estimates

This is an interesting topic with lots of QBO users who are asking that the signature feature be added to estimates. The users have various reasons, however it seems to me that it's a feature that is needed. I wish someone from Quickbooks would take hold of the issue and give it some serious consideration.

 

As an example of what could be done, I just filled out a form on the MA Attorney General's website, and it has a place on the bottom for an esignature. It's super simple and doesn't require all of the rigamarole and wizz-bang technical wizardry being bandied about. I've attached a copy of what they use and hopefully it will open up for everyone reading this message, and provide some benefit to the discussion.

 

Steve

Moderator

Re: E-Sign for estimates

Hello there, @Stevo.


Thanks for sharing your thoughts in the QuickBooks Community. I'll be happy to help get you to the right support.


Using an electronic signature feature can really help you add the signature to the estimates fast and easy. There are e-sign programs that integrate well with QuickBooks Online so you can attach your signature electronically.


While we can't recommend a specific program, you can check out our different options for e signatures from the Apps Center. Just click Apps from the left navigation panel on your QuickBooks Online homepage or go to QuickBooks Apps.


To narrow your search, you can browse the apps by category, or just enter a keyword (for example: e-sign) in the search field.


Also, I'll send feedback straight to our Product Developers with your screenshot to see if this feature can be added. Feel free also to send your ideas to our engineers.


We're always looking for suggestions on how we can make QuickBooks Online even better and sending us feedback would be a big help. Just tap the Gear icon at the top right, and click Feedback.


If you need to reach out for more help our phone agents will be able to help you get to a resolution quickly.


Fill me in if you have any other questions about e-sign for estimates or about QuickBooks Online. I'll be happy to help you out.

Not applicable

Re: E-Sign for estimates

We are also searching for an e-sign for estimates within QB Enterprise.  We require all of our customers to sign their estimates.  Currently, we are emailing the estimates from QB, but unfortunately, not all of our customers have access to a printer and scanner to print, sign, scan and return to us.   We need this signed estimate before we can start a job.  It would streamline the process for us and our customers, to be able to open the email, click sign here on the estimate and have the signed estimate returned.  Similar, to the emailed invoices with the payment link. 

QuickBooks Team

Re: E-Sign for estimates

Thanks for providing feedback, @TamJen.

 

I did my part providing this idea to our engineers about adding the e-sign feature for estimates.


Right now, I recommend accessing the App Center to look for some applications you can integrate for more estimate functionality.

 

Let me know if there's anything else I can do or you have other proposals. I'd be here to provide more help and share them on your behalf.

 

Community Contributor *

Re: E-Sign for estimates

This would be a great add-on. We need potential customers to e-sign right from the email without any 3rd party apps! 

 

Thanks! 

 

Moderator

Re: E-Sign for estimates

Thanks for joining thread, Juan.
 

I appreciate you voicing out the feature that you need.

 

I understand how this particular functionality would be useful in the system. Please know that I'm taking note of your feedback and will pass this along to our product engineers to possibly be included in our future releases or updates.

 

Additionally, you can visit our QBO Blog for additional reference while working with QuickBooks, and register to our Newsletter to receive email updates about what new changes are being rolled out.

 

If you have any follow up questions, please let me know by commenting below. I'd be happy to answer any questions you may have. Have a great day!

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