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kelly64
Level 1

Is there a way to have clients electronically sign estimates including term and conditions from Quickbooks online?

 
2 Comments
Kristine Mae
QuickBooks Team

Is there a way to have clients electronically sign estimates including term and conditions from Quickbooks online?

That's a good feature, Kelly64. 

 

While that option is unavailable, you'll want to manually change the status. I'll show you how:

  1. Open the estimate.
  2. Click the Pending drop-down arrow, then select the status under Estimate status.
  3. Click Save and close

I'll share the reference on how to create estimates for more information.

 

Feel free to get back to this thread if you have additional questions. Keep safe! 

Fiat Lux - ASIA
Level 15

Is there a way to have clients electronically sign estimates including term and conditions from Quickbooks online?

@kelly64 

You need to have a 3rd party app to do so.

http:// get.practiceignition.com/quickbooks

 

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