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Hey there @jszymanski-ensem, thanks for being a part of the Quickbooks Community!
Currently it is not possible to remove the 'Accepted by' and 'Accepted date' from the estimate form.
You can however upload a custom form to QuickBooks as an alternative.
Let me know if I can assist with anything further! Take care.
Hey there @jszymanski-ensem, thanks for being a part of the Quickbooks Community!
Currently it is not possible to remove the 'Accepted by' and 'Accepted date' from the estimate form.
You can however upload a custom form to QuickBooks as an alternative.
Let me know if I can assist with anything further! Take care.
It's been a couple of years... Is this still a thing? Why can't they just make this function removable? It can't be THAT difficult for them.
Truly amazing, such a tiny and simple issue which Intuit won't take the time to fix.
Hi there,
I can see how the option to delete the Accepted by on an estimate would be helpful for you. I understand you've waited for this feature to be implemented. However, this is still unavailable this time.
You'll want to send a feedback request to our product development team. They will evaluate this and pick some of them to include in future updates. This way, we can help you enhance your business template.
Here’s how:
Please also know that we don't have a specific time frame as to when this will be added to the program. You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.
See this article to learn more about personalizing the layout of your sales forms to enhance your business' communications: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel free to read about converting an estimate into an invoice to link them seamlessly. This way, you won't have to enter the same info again.
If you have any other follow-up questions about customizing the estimate form, let me know by adding a comment below. I'm more than happy to help. Stay safe.
It's now 2023, has this been fixed yet?
QB is so determined to add this text that even after creating a custom form and previewing it to make sure it looks ok then saving it, it still adds the text when trying to print to pdf from the quote view. So in a sense, the app is forcing display of this text even when it isn't there (see attached)
If they want to force add this text, then the feature to 'click to accept' should be added as well.
This is incredibly annoying. The 'accepted by' idea is what we used to use on quotes back in 1994 where a client prints, signs then mails the quote back you.
In case the engineers haven't realised, robots are already making our lunch for us, can we get one to fix this please?
I'm here to update you about this "Accepted by" text on an estimate, OnePic.
As of the moment, it's still not possible to remove the text from the estimate form. We can't give a definite time frame when this will be available. In the meantime, I suggest you also send feedback to our engineers. Here's how:
I'll also share an article to help you link an estimate and invoice to keep your books accurate: Convert an estimate into an invoice in QuickBooks Online (intuit.com).
Drop a comment below if you have further concerns about customizing estimates. I'll be here to assist you. Stay safe!
Hey Camelle,
It is now March 2024 and here I am looking for the same solution. Does Quickbooks provide feedback to its own development team when features are repeatedly brought up or requested in the Support Forums?
Seems simple enough for you to fill out this report, instead of making the users do it themselves. I'll put that request into the feedback I provide as well.
It would also be helpful if we could vote on this idea. I completed the feedback form, but not sure if it's even being considered, under review, or put into implementation.
I work with other online software management systems and even smaller companies have the options I've mentioned above.
Please - for the love - allow users to convert an estimate directly into a invoice!
Thank you
This continues to be mind numbingly stupid. Why would you send a customer this information, IT'S AN ESTIMATE. By definition, if they are looking at it, it's not yet approved.
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