How do I set up electronic signatures for estimates

Hi there, Big Rons.

Getting electronic signatures for estimates is currently not a feature in QuickBooks Desktop. I suggest looking for third-party apps that offer this service.

1. Click this link: https://desktop.apps.com/home
2. You can use keywords to search for an app.

If you need help with your estimates, just respond to this thread. We'll be happy to assist you again.

@Big Rons 

What kind of business do you run? A construction compay?

A Tree Service

I followed that app link, I didn't see what I was looking for. I will explain myself further so you know exactly what it is I'm looking for. We send proposals to our clients before we do a job, there are also terms and conditions that the client has to agree to. We currently have that in the body of the email that goes out with the estimate. The client has to accept the estimate and the terms and conditions before we will do the work. A lot of people do not have a printer or scanner to sign it and send it back. What we would like is for the estimate and the terms and conditions to go out in the form of a Docusign to eliminate the need for them to have to print anything. Is there a way to do that?

...

Do these links work with Quickbooks Desktop Enterprise?

@Dr Demo 

What kind of business do you run?

Did you ever find a solution, because I too am looking for this same function?

Hi there, @Dan_.

At the moment, setting up electronic signatures for estimates is unavailable in QuickBooks Desktop (QBDT). 

I can see how this feature would greatly help you in managing your business. I'll take note of this as a suggestion to improve your QuickBooks experience.

In the meantime, you can look for third-party apps that offer this service. Simply search for it using this link: https://desktop.apps.com/home

Moreover, you can personally send feedback to our product developer. This way, they can review it and most likely this on our future updates. Here's how:

1. Click the Help menu and select Send Feedback Online.
2. Choose Product Suggestion, then enter the details of your concern.
3. Select Send Feedback and click Close Window.

In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our Help articles. 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

We are a tree service in the same boat.  Let us know if you ever find a sufficient service that offers this.

@justjessi 

Explore this one and you can integrate it with QBO.

https://jobber.grsm.io/quickbooks

did you ever come up with a good solution? We are a roofing business looking to do the same thing.

I know how significant to set up electronic signatures for estimates in  QuickBooks Desktop (QBDT). bbroofing1. Let me provide some details about this matter.

Currently, the option to set up electronic signatures for estimates is unavailable in QBDT. As a workaround, you may consider looking for third-party apps. I recommend browsing our Apps menu to find one. 

Our Product Development team hears and values all your product suggestions and requests, and they're diligently working to improve your experience in QuickBooks. Thus, I recommend sending feedback to help emphasize its significance and to demonstrate the collective urgency of this matter.

I'll be around to help if you have any other questions about managing estimates in QBDT. Just let me know by leaving a reply below.