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Level 2

Hello, does QBO have a way for our clients to click a button to approve an estimate online?

 
4 Comments
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Content Leader

Hello, does QBO have a way for our clients to click a button to approve an estimate online?

Hello, @tom11.

 

I've got some options that can help you get an online customer approval system set up for your Estimates in QBO. While the ability for a customer to approve these transactions isn't currently available, it's an often-requested feature that we hear a lot. Rest assured, I'll be sending a feature request up to our Development Team for consideration. All it takes is a voice like your own to make the changes we all want to see in QuickBooks Online.

 

In the meantime, I have a great news: QBO has thousands of supported third-party apps that serve a multitude of purposes, and it looks like several offer platforms for customer-approving Estimates. Just head to the QuickBooks App Center and search for a keyword like Estimates to get started.

 

Please know you can always reach me here should you need any help with QuickBooks, I want to ensure your success. Thanks for coming to the Community and take care.

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Level 1

Hello, does QBO have a way for our clients to click a button to approve an estimate online?

I'm surprised that this featured isn't requested more often.  I'd also like to add that if this does come to fruition, that this be a trigger that is available in the API/Zapier.

 

i.e. if a client views an estimate online and accepts it or rejects it, I can have a workflow in Zapier to process that.

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Moderator

Hello, does QBO have a way for our clients to click a button to approve an estimate online?

Hi there, kim_lgc.

 

Thanks for getting this to my attention. I'll personally send this product suggestion to our development team that you'd like this feature.

 

Reach out to the Community space if you have other concerns.

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Level 1

Hello, does QBO have a way for our clients to click a button to approve an estimate online?

Still waiting for this crucial feature to arrive. It's like working in the stone ages and is entirely unacceptable for taking more than a year for it to roll out. And don't tell us to go use a third party app, that's just more time wasted on my end subsidizing a feature you should already have.

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