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michael12
Level 1

How do you track estimates being submitted to the customer? Would love a status of "Submitted" so we can differentiate between estimates we are working on.

 
4 Comments 4
PreciousB
Moderator

How do you track estimates being submitted to the customer? Would love a status of "Submitted" so we can differentiate between estimates we are working on.

Thanks for joining the Community, michael12.

 

I'm happy to help you track the estimates that have been submitted to your customers.

 

You can run the Estimates by Customer report. This report will provide you the name of the customer, number of the estimate, status, a few other bits of information and invoice # if it's been applied. You can also customize and add the Sent column so you can see if the estimate has been emailed or not.
 

Let me show you how:

  1. Select Reports on the left pane.
  2. Enter and select Estimates by Customer in the search box.
  3. Click the Customize button.
  4. Under Rows/Column, select Sent and Delivery Address.
  5. Run report.

Here's an article for more information: Estimates.

 

The status of estimates in QuickBooks Online is Pending, Accepted, Closed and Rejected. I think that it's great to have a Submitted status, so I've sent your suggestion to our Product Developers. I'd appreciate if you could also submit this as feedback. Your contribution has a great impact to have this implemented.

 

Just click the Gear icon and select Feedback to do so.

 

Thank you for letting our engineers know what would make QuickBooks Online better. We can’t improve without your feedback. If you have other questions, feel free to let me know. Have a great day!

FL_Guru
Level 3

How do you track estimates being submitted to the customer? Would love a status of "Submitted" so we can differentiate between estimates we are working on.

I am working with a client that needs to have approval of an estimate prior to it being submitted to the customer. Is there any way to add an Approved status to Estimates, or to track a Pending estimate to know whether it has been reviewed by the management, so that it can be sent to the customer on a timely basis?

Fiat Lux - ASIA
Level 15

How do you track estimates being submitted to the customer? Would love a status of "Submitted" so we can differentiate between estimates we are working on.

@FL_Guru 

You may need an additional app to do so.

Candice C
QuickBooks Team

How do you track estimates being submitted to the customer? Would love a status of "Submitted" so we can differentiate between estimates we are working on.

Good afternoon, @FL_Guru

 

Thanks for chiming in on this thread. It's great to see you back in the Community. 

 

At this time, an estimate can only be approved after it's sent to the customer. However, if you want a member of your management team to review the estimate before it's sent to the customer, there's a workaround that can help you out. You could add a custom field indicating whether or not the estimate was reviewed/approved by management. Here's an article that can provide other details: Create and edit custom fields

 

I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. Keep up with what's new in the system by looking over our QuickBooks Blog

 

I'm always around here in the Community if you have any other QuickBooks concerns. Have a great day!

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