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Level 1

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

 
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QuickBooks Team

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

Hello there, @wjruiz.

 

It's great to hear from you again. I'm here to share some information about estimates and how it works in QuickBooks Online. 

 

For now, you can see the Activities section in your invoices. The option to know if a customer opened or viewed an estimate isn't yet available. 

 

I’d suggest sending us your insight and opinion by clicking the Gear icon and selecting Feedback. This way, our product team would know what you liked and what we can improve to make it better.

 

You can also send your product request via this link: https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-request.

 

To know more about estimates, you may refer to this article: https://quickbooks.intuit.com/community/Income-and-expenses/Estimates-Quotes-Setup-function-and-comm....

 

Stay in touch if you need anything else. I’ll be here to help. Wishing you the best!

Highlighted
Level 1

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

has this been addressed yet? we should be notified when potential customers have viewed estimates 

Highlighted
QuickBooks Team

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

Thank you for joining this thread, @Scheer constriction.

 

I can see how tracking the latest status of your estimates would be useful for business owners.

 

There isn't an update about this feature request yet. Rest assured that our engineers is working on to add this feature in the future. 

 

The Estimates available status at this moment is Sent by email. You can run the Estimates by Customer report. This report will provide you the name of the customer, estimate number, and other information. You can customize and add the Sent column so that you can see if you emailed it or not.

 

Here's how:

  1. Go to Reports.
  2. In the Find report by name field, enter 'Estimates by Customer.'
  3. Click Customize.
  4. Under Rows/Column, click Change columns and select Sent and Delivery Address.
  5. Run report.

 

If you need anything else, the Community is the place to go. Have a great day.

Highlighted
Level 1

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

You understand it makes ZERO sense it can be done for an invoice but not for an estimate. Meanwhile we submit estimates without confidence or confirmation it was received and viewed. Time to make this a priority.

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