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KurtP
Level 2

How can I get a record of who accepted an emailed estimate?

How can I get a record of who accepted an emailed estimate? Capturing the same name and date I could enter manually plus IP would be ideal.

Solved
Best answer January 09, 2024

Best Answers
AileneA
Moderator

How can I get a record of who accepted an emailed estimate?

Hello, KurtP.

 

Thank you for contacting the Community. Currently, capturing the same name and date could be entered manually with IP is not possible. We understand how the current limitation can impact businesses. At Intuit, we are dedicated to offering our clients the best possible products and services and actively seek solutions to address these limitations. Our team is exploring all options to improve our offerings and provide more value to our clients.

 

I recommend providing feedback to our Product Engineering team regarding our products and services. By sharing your thoughts on features, functionality, usability, and any potential bugs or issues you encounter, you can assist in identifying areas for improvement and enhancing the overall user experience. It is crucial to ensure that our products effectively meet the needs and expectations of our customers.
 

Here's how you can send feedback:

 

  1. Select Gear icon ⚙, then Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

If you need more information, please refer to this resource: How do I submit feedback?


For more information, visit this article: Create and send estimates in QuickBooks Online.

 

It was a pleasure to have you in the Community, @KurtP. If you have any additional QuickBooks-related concerns or need help with your tasks in QuickBooks. You can always post here again. I got you covered, and I'll gladly assist you. Take care, and have a nice day!

View solution in original post

1 Comment 1
AileneA
Moderator

How can I get a record of who accepted an emailed estimate?

Hello, KurtP.

 

Thank you for contacting the Community. Currently, capturing the same name and date could be entered manually with IP is not possible. We understand how the current limitation can impact businesses. At Intuit, we are dedicated to offering our clients the best possible products and services and actively seek solutions to address these limitations. Our team is exploring all options to improve our offerings and provide more value to our clients.

 

I recommend providing feedback to our Product Engineering team regarding our products and services. By sharing your thoughts on features, functionality, usability, and any potential bugs or issues you encounter, you can assist in identifying areas for improvement and enhancing the overall user experience. It is crucial to ensure that our products effectively meet the needs and expectations of our customers.
 

Here's how you can send feedback:

 

  1. Select Gear icon ⚙, then Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

If you need more information, please refer to this resource: How do I submit feedback?


For more information, visit this article: Create and send estimates in QuickBooks Online.

 

It was a pleasure to have you in the Community, @KurtP. If you have any additional QuickBooks-related concerns or need help with your tasks in QuickBooks. You can always post here again. I got you covered, and I'll gladly assist you. Take care, and have a nice day!

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