Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Brygette Townley
Level 1

Estimates

When an Estimated is sent to the client, and then Accepted by the client, the response they receive is " We've let company name know you accepted their estimate. They'll reach out with next steps." Is there any way to edit that to say something different?

2 Comments 2
Rea_M
Moderator

Estimates

Hello there, @Brygette. Welcome to the Community.

 

I'll gladly share some insights about personalizing your email message when sending estimates to your customers in QuickBooks Online (QBO) so you can manage your sales transactions accordingly.

 

If you're referring to or you want to change your message to customers when they get their estimate, you can edit it anytime by going to the Email tab while customizing your form. To do this, here's how:

 

  1. Select Settings ⚙ and then Custom form styles.
  2. Find your custom or standard estimate template.
  3. Select Edit in the Action column.
  4. Go to the Emails tab.
  5. Choose if you want to display details or a summary by selecting Full details or Summarized details.
  6. If you’d like to attach a PDF with a full pricing breakdown, select the PDF Attached checkbox.
  7. Go to the Message to customer field to edit what you want to say. Note: QuickBooks doesn't show shortened URLs when you send emails to customers.

 

If you're referring to the default message that QuickBooks uses once your customer accepts your estimate, you're unable to edit or change it.

 

You can see this article to learn more about adding specific info to your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Also, QuickBooks automatically updates the status of your estimate once your customer accepts them. You may want to check out this article as your guide in converting your estimate to an invoice so you can bill your customers in QBO: Create and send estimates in QuickBooks Online.

 

Please feel free to leave a comment below if you have other concerns about managing estimates and sales forms in QBO. I'm always ready to help. Take care, @Brygette.

kcer
Level 1

Estimates

Thank you for this reply. @Moderator - is there a way to change my default email address for those default messages I receive when an Estimate is accepted or does it have to be the same email address associated with the quickbooks subscription? 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us