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Level 1

Due to the current virus event i need to collect e-signatures/electronic signatures, current estimate requests sign at the bottom, cant pick up now signed estimate, help

 
2 Comments
QuickBooks Team

Due to the current virus event i need to collect e-signatures/electronic signatures, current estimate requests sign at the bottom, cant pick up now signed estimate, help

Hello there, proedgerenovatio,

 

For now, inserting e-signature to an estimate isn't available in QuickBooks Online.

 

You have the option to download the estimate in PDF. Then, use an app editor and insert the signature from there. After that, you can print and send it to your customer.

 

To do so, the following steps will guide you through:

 

  1. Open the estimate.
  2. Click Print or Preview.
  3. Select the Download icon and save it on your computer.
    downloadestimate.PNG

I've added the Set up and use estimates page to learn more about this transactions in QuickBooks.

 

You can also check out these video tutorials to help manage your customers.

 

Stay in touch if there's anything else you need. I'm always around to help.

 

Thank you and stay safe!

Level 15

Due to the current virus event i need to collect e-signatures/electronic signatures, current estimate requests sign at the bottom, cant pick up now signed estimate, help

@proedgerenovatio 

Explore this 3rd party app for your needs.

http:// get.practiceignition.com/quickbooks

 

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