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arborist-downtor
Level 1

How do you text an estimate to a customer?

I can email the estimate, but would like to be able to text it instead. Thank you!
5 Comments 5
Rea_M
QuickBooks Team

How do you text an estimate to a customer?

Hello there, @arborist-downtor.

 

Currently, there isn't an option to text an estimate to a customer in QuickBooks Online (QBO). However, you can find and integrate a third-party application that can directly send the form to your customers using text messages or SMS as an alternative. To do this, I'd recommend visiting the QuickBooks App Center and search for the one that suits your business needs.

 

In the meantime, I'd also recommend checking out our blog. This way, you're in the loop about the latest news, updates, and feature upgrades using QBO through this link: The QuickBooks Blog.

 

Also, you're able to create attractive and professional-looking estimates in QBO. With this, you can add the info that matters most to your business. For the step-by-step guide, you can refer to this article: Customize estimates in QuickBooks Online.

 

Let me know if you have other concerns about managing estimates and inquiries about sales transactions in QBO. I'm just around to help. Take care always.

arborist-downtor
Level 1

How do you text an estimate to a customer?

Thank you Rea_M for the response. Do you have the name of any of the apps that would text the estimate?  Thank you!

RCV
QuickBooks Team
QuickBooks Team

How do you text an estimate to a customer?

Thanks for coming back, arborist-downtor.

 

We don't recommend what specific third-party application you'll need to use. However, QuickBooks displays the list of applications available that matches the description you entered. Once you find the right app, click to open it. Please visit our Apps page through your QuickBooks Online (QBO) account. Here's how:

  1. Log in to your QuickBooks Online account.
  2. From the left pane, click on Apps.
  3. Search for apps in the search box.

You can also visit this link for a better view: https://apps.intuit.com/. From there, you can find different apps that are compatible and designed to work with QBO. Feel free to visit these blogs for any upcoming QuickBooks updates and enhancements:

 

The Community will always have your back if you need a hand with importing your bank transactions or any QBO related. Assistance is just one post away. Take care always.

Fiat Lux - ASIA
Level 15

How do you text an estimate to a customer?

@arborist-downtor 

What kind of business do you run? A field service one or else?

Mike K1
Level 1

How do you text an estimate to a customer?

  • Download the QuickBooks app on your phone.
  • Click on the estimate you want to send
  • Click on the three dots in the upper right hand corner and select preview.
  • Screenshot the estimate to save it to your phone.
  • Send the screenshot to the potential client.

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