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CrystalK
Level 1

Add a docusign signature line to estimates and invoices

 
2 Comments 2
MJoy_D
Moderator

Add a docusign signature line to estimates and invoices

Thank you for posting, @CrystalK

 

The feature to add a signature line to your estimates and invoices in QuickBooks Online (QBO) is unavailable. That would be a great addition to the current features that we have, so I'll take note of it. You can always check the QuickBooks Blog to be updated on what's new in QBO.

 

In the meantime, you can check for any supported third-party apps that'll syncs perfectly with QBO that'll let you add a DocuSign signature line to estimates and invoices. You can go to the QuickBooks App Center or from the Apps menu from the left tab in your account. 

 

Read the following articles for more information on how to set up and use estimates and create invoices in QuickBooks Online

 

I'm always here if you still have questions with your account. Take care and have a great rest of the day!

CrystalK
Level 1

Add a docusign signature line to estimates and invoices

Hi MaryJoy, thank you for your response. I am finding that the app Zapier has a way to connect QBO and Docusign. It is just hard to navigate actually getting it done. If QBO could connect to Zapier and have docusign an automatic choice on a signature line for estimates and invoices that would be great!

Thank you very much, 

Crystal

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