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devinmfmh
Level 1

Best CRM/Quotation Software To Connect to QB Desktop Enterprise

We just switched over to Quickbooks Desktop Enterprise at the beginning of the year. (Cloud-hosted on Rightnetworks).

 

We are looking for the ability to have our customers e-sign our estimates. We'd also like to be able to make line-level text customizations (bold, font, etc) and add pictures to our estimates depending on what we're selling.

 

We still want the information to seamlessly integrate with QB. It looks like Method CRM fits some of the bill (you can pay for them to add an e-sign feature to your estimate, it doesn't come stock) and it seamlessly integrates. It seems to be lacking rich-text formatting of estimates though. (You can edit the template itself, but we'd like to be able to include actual pictures of the products were selling as well as specific formatting on a line item level)

 

Does anyone know the best software combo to accomplish this? We'd really like to improve the look of our estimates/proposals but don't want to have to create a duplicate entry in quickbooks.

4 Comments 4
Fiat Lux - ASIA
Level 15

Best CRM/Quotation Software To Connect to QB Desktop Enterprise

Is your company selling merchandises or else?

Jovychris_A
QuickBooks Team

Best CRM/Quotation Software To Connect to QB Desktop Enterprise

Thanks for posting to the Community, @devinmfmh.

 

Let me share with you our site where you can find applications that can seamlessly integrate with QuickBooks Desktop (QBDT) products: https://desktop.apps.com/home.

 

From there you'll see the compatible applications for QuickBooks Desktop Enterprise and search for specific features that you need. You can then click the View Profile button to check the customer reviews/ratings.


If you have other concerns with QuickBooks Desktop features, fill me in to assist you. It's my pleasure to help. Stay safe and well!

devinmfmh
Level 1

Best CRM/Quotation Software To Connect to QB Desktop Enterprise

We sell material handling equipment (simple stuff that works as just one line item on a quote), but we also sell full warehouse redesigns, installations, bigger projects that require a little more detail on estimates and we'd prefer to have nicer formatting available.

Fiat Lux - ASIA
Level 15

Best CRM/Quotation Software To Connect to QB Desktop Enterprise

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