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bill125
Level 1

How to add signature function on outgoing email for estimates? How to know when they opened Estimate/invoice? How do they pay or put a deposit down on estimate sent?

 
2 Comments 2
CharleneMae_F
QuickBooks Team

How to add signature function on outgoing email for estimates? How to know when they opened Estimate/invoice? How do they pay or put a deposit down on estimate sent?

I've got a couple of info and steps to ensure you can manage your sales transaction, bill125.

 

As of now, adding the signature function can be done on the mobile app and the QuickBooks Desktop version. As a workaround, you can use the E-signature feature with the help of a third-party app.

 

We can either search an app by going to the apps.intuit.website or navigating the Apps menu. Here's how:

 

  1. Go to the Apps menu at the left pane.
  2. Select the Find Apps tab, and then type a keyword in the search bar like "E-signature."
  3. Click the magnifying glass to search, and then choose the app that suits your need.

 

For you to know when your customers received and opened the transactions, I'd suggest following these steps:

 

  1. Click Sales on the left menu.
  2. Go to the Invoices tab.
  3. On the Status column, it'll show as Viewed.

 

As for the payment, you can require this after converting the estimate into an invoice. If you only want to request partial payment, send your customer a progress invoice instead.

 

You can also personalize the details you'd like to add to your estimates. To do the trick, check out this article: How to customize estimates in QBO?.

 

Please get back here in the Community if you have more questions about managing your estimates in QuickBooks. I'll be here to help you. 

Fiat Lux - ASIA
Level 15

How to add signature function on outgoing email for estimates? How to know when they opened Estimate/invoice? How do they pay or put a deposit down on estimate sent?

@bill125 

Explore this app for your needs.

https://get.practiceignition.com/quickbooks

 

For some certain business (e.g Exporter company), you may utilize another app like this one

 

Proforma Invoice and Commercial Invoice.jpg indocs_2.jpg Indocs.jpg

 

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