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Bigc667
April 18, 2019
Question

customer accepting estimates

  • April 18, 2019
  • 3 replies
  • 6 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

    I
    Irene RQuickBooks Team
    QuickBooks Team
    January 1, 2024

    I'm a client in AU now using 30 day trial for essentials. Why are the email previews for quotes (estimates) not coming with the Review and Approve button for clients to approve quotes from their end?

     

    All i get in my preview window is how the quote would look as an attachment. 


    Welcome to the Community, @rs89.

     

    I am here to give insights into why the quote you created can’t be approved on your client’s end using your QuickBooks Online (QBO).

     

    QBO has been continuously improving and offering new features for your business transactions. One of the latest additions is the ability to have your clients approve the estimates you send. However, this feature is only available when using the new layout.

     

    If you're currently using the old layout for your estimates, please know that the updates for the new layout experience will soon be applied to your account. Once this update is complete, the Review and Approve feature will be available for your customer.

     

    You can read more information regarding the quotes and invoice updates in QBO through this article: See what’s new with quotes and invoices in QuickBooks Online.

     

    Furthermore, I am adding this article as your future reference if you want to personalize your QBO forms: Customize invoices, quotes, and sales receipts in QuickBooks Online.

     

    Let me know if you have other inquiries about managing your quote in QBO by clicking the Reply button and leaving a comment below. I’m just a post away.

    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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