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Bigc667
April 18, 2019
Question

customer accepting estimates

  • April 18, 2019
  • 3 replies
  • 9 views

I run a construction company and I need to send out estimates on a regular basis.

My question is this. Is there a way when I send the customer a estimate that they can accept the estimate online? I previously used aynx for my estimates and invoicing. There was a button in the estimate that would allow them to accept my estimate. Just wondering if I could do something similar with quickbooks 

    3 replies

    Kristine Mae
    Kristine MaeModerator
    Moderator
    April 18, 2019

    Hello there, Bigc667.

     

    For now, your customers are unable to accept the estimates online. You'll have to manually take note that it's already accepted by adding it as a memo. Here's how:

    1. Open the estimate.
    2. Add notes in the MEMO field.
    3. Click Save & Close.

    You can check my screenshot as your reference.

     

     

    I know this makes a good feature. I will submit your concern to our management team so they pass this along to our software engineers. They will review this and might add it to our future updates.

     

    Don't hesitate to let us know if you have other concerns. Have a good one!

    M
    Mandlseptic
    July 7, 2023

    Hi, 

     

    I would really like to know if this will ever be something that is implemented again? I would like my customers to be able to accept estimates online. I also used Aynax/Skynova and they had this ability and it was great. When I first started using QBO, it also had this feature, but for some reason a few weeks after that it was taken away. This made me really upset because crappy Aynax was more professional than QBO with this simple feature and it almost made me go back to Aynax. I can't believe QBO with all it's great features, the one you really actually need is not even there!? What is wrong with Quickbooks that you would take away the best part and most professional aspect??!! Please tell me if this will be brought back or not, so I know if I need to go back to Aynax?? 

    Thanks, 

    Rachel

    C
    CarpetMan1
    July 12, 2023

    Hi there, Mandlseptic. I'll go over some details about the customer's ability to review and accept estimates sent via email in QuickBooks Online.

     

    Yes, with the new estimate and invoice experience, your customers can review and approve your estimate online, right from the email you send them. You'll receive notifications once your customer has reviewed and approved the estimate, and the status of your estimate in QuickBooks will be updated automatically or choose to update it manually.

     

    However, if you have the old estimate and invoice layout/experience, you'll need to manually update the status of your estimate once your customer has accepted it. Here's an article for more information: Create and send estimates in QuickBooks Online.

     

    You can also check out this link to learn more about the newly added features for invoices and estimates: See what’s new with estimates and invoices in QuickBooks Online.

     

    Return to this thread if you still have follow-up questions or other concerns about estimates and invoices. I'll be happy to assist.


    When and if will this new new estimate and invoice experience becoming to the UK quickbooks? 

    K
    Kphelan2018
    April 17, 2020

    I have a suggestion that I came up with. I go into customer list and add a column called "accepted" then if contract accepted then I add it to that field and I can see in my customer list. I know its probably lame (LOL) but it helps me a lot. Unfortunately it doesn't show on reports but i can make it work for viewing purposes. 

      I
      itznetworks
      August 25, 2020

      I have an electrical company and I've been considering moving away to invoice ninja just because of this feature, I would also love to be able to have a button link embedded to the email (estimate) similar to the "Pay Invoice" button so our customers can accept the estimate online and not have to print, sign, scan and send back to us!

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      August 25, 2020

      @itznetworks 

      IN is not an accounting software like QBO. You may use and connect it to QBO with a connector.

      https://www. integromat.com/?pc=quickbooks

       

      Other options, explore these field service apps specifically for your industry

      https:// fieldpulse.grsm.io/quickbooks

      https:// jobber.grsm.io/quickbooks

       

       

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