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Level 1

Can I send the same proposal to more than one customer?

 
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Moderator

Can I send the same proposal to more than one customer?

Yes, you can, lynette1.

 

I'd be glad to help you with creating a copy of your proposal so you can send them to your customers. The process is pretty easy. Here's how:

  1. From the Estimate window, click More.
  2. Select Copy.
  3. Change the customer's name in the Client/Customer drop-down menu.
  4. Click Save and send.

I've added a screenshot for your visual guide:

estimate0009.PNG

Following the steps above, you'll surely create a copy of your proposal and send them to your customers.

 

If you need help in creating your invoice, here's an article that will guide you through the process: How to create an invoice in QuickBooks.

 

I'm also adding this link on how to create the same invoice for multiple customers for your reference.

 

If you have any other questions about managing your account, please click the Reply button. I'll be here waiting to help you out.

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