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cpktoes
Level 2

Custom Sales Form Templates

For now, let's just consider the "estimate" form.  I have 3 questions...

 

1) QBO allows me to add various tax rates for where I sell products to. In the default form, the tax % is shown along with the total tax applied. I assume <TaxRate> is used to obtain that % value, but I cannot seem to get it to work.  So far, I have the template as found in the attachment here, but I would like the customer to know what tax rate has been applied, not just the total. 

 

2) We are WAY TOO LIMITED ON FONT OPTIONS!  What's the purpose of a custom template if you can't use stylized fonts used elsewhere for the company?  I want cohesion.  For now though, why does Helvetica Regular look bold?  I have to use Helvetica Light to differentiate it from Helvetica Bold text but I don't like the default spacing as much.  Takes a lot of customization in word.  

 

3) HOW IN THE WORLD CAN WE NOT IMPORT CUSTOMER INFO INTO THE TEMPLATE?!?!  How can I add "customer email" and "customer phone#" to the estimate... two things that should be super easy to do and already recorded in the customer record?   Currently only <CustomerName> and <BillingAddress> are useful, but why does <BillingAddress> import the customers name, company name, and billing address?  We should be able to map these field individually. 

3 Comments 3
Candice C
QuickBooks Team

Custom Sales Form Templates

Good evening, @cpktoes

 

It's great to see you back in the Community. I appreciate you coming here with three questions about our Custom Forms feature in your QuickBooks Online (QBO) account. 

 

As for all the questions you asked, I'll have to send them to our Product Developers as feedback. These options aren't available in the system. However, the developers take the time to review every request and try to collaborate them into the product. 

 

For a workaround, you can check out the custom fields option that may help you and your business. 

 

I want to make sure all of your concerns are addressed. Should you need any further details, don't hesitate to ask. I'm always here to lend a helping hand. Have a great weekend!

cpktoes
Level 2

Custom Sales Form Templates

Looks like custom fields are only available in the "pay to win" advanced version of QBO.

 

Looks like sales will continue to be pressing finance to change the system to something else with more flexibility and focus on the customers experience. 

Rubielyn_J
QuickBooks Team

Custom Sales Form Templates

I appreciate your time getting back in here, @cpktoes.

 

As an alternative provided by Candice C, you can create a custom fields to gives you more flexibility to add custom data and drive insights through detailed reports. 

 

To do this, you'll need to upgrade to QuickBooks Online Advanced. For detailed info, feel free to visit this link: Create and edit custom fields in QuickBooks Online Advanced.

 

Additionally, here are some articles you can read to learn how to manage estimates in QuickBooks Online:

 

 

Feel free to visit again if you have additional concerns about sales forms in QuickBooks. I'll be here to help in any way I can. Stay safe and healthy always.

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