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Hi Nemecek.
I've got you covered. We can import a template in QuickBooks Online (QBO) with a box for the Accepted by.
This template is crafted first in a word document then manually uploaded to QBO. Before we'll start, make sure you have the Import Style option from the Custom Form Styles page. If you are not seeing this, you can go to QuickBooks Labs from the gear icon to switch it on.
Now, let's go back to the Custom Form Styles page to start designing your estimate. You will notice that a new option is added from the New style button. Once you select the Import style, a sample template can be downloaded. You can start from there then add the box for the Accepted by. You can also put the Accepted Date field in a box to even them both at the bottom part.
Make sure to save the document with a different file name. Then you can start uploading the new template. Take note though that this process includes mapping of the fields. If you haven't got additional changes from the sample template QBO will automatically recognize the fields.
Here is my sample design for the estimate.
I'll leave you this article about importing custom form styles. This has details about matching and mapping the fields, as well as, few troubleshooting if you get errors along the way.
Right after this estimate is accepted, you can now create it to an invoice. For your future reference, you can read through this article about progress invoices.
If you need further assistance about sales form designs don't hesitate to ask. I'll be around to help you out.
The Estimate page already has
Accepted By Accepted Date
at the end of the Estimate page. It doesn't show on the editing page nor the Print Preview, but is at the bottom when it prints.
We DO want a place for clients to sign, but this looks so lost, and clients don't even notice it.
We can't add a custom box, for signature, because then there are 2.
Let's make sure you'll be able to add a place for your client's signature, Nemecek.
You can go to the Footer part where you can enter a message to your customer. You'll want to change the message and let your client sign from there. To do this, follow the steps below.
Once you create an estimate, ensure to select the desired template so it would show once you preview the form.
After an estimate is accepted, you can easily turn it into an invoice. Check out this article for the steps: Convert an estimate into an invoice in QuickBooks Online.
Feel free to let us know if you have any other concerns about estimates. We're always right here to help you.
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