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Majordave
Level 1

Is there an easy way that QB provides in the emailed estimate that provides the customer with a tool to accept the estimate? Or do they have to sign and return themselve

I was hoping there was an easy way besides them using adobe or printing, signing, and PDFing it back.
3 Comments 3
Rasa-LilaM
QuickBooks Team

Is there an easy way that QB provides in the emailed estimate that provides the customer with a tool to accept the estimate? Or do they have to sign and return themselve

It’s nice to see you in the Community, Majordave.


In QBO, your customers can only view the estimates sent to them. You can consider using a third-party app so they’ll be able to sign and return the transactions.


There are different apps developed that integrate with QuickBooks. To find one, I invite you to visit the App Center. From there, you’ll get a better comparison of these apps and see if one meets your needs.


For additional resources, the following article provides an overview of the tasks you can do when using the Estimate feature: Create and send estimates.


Additionally, this link contains resources to get acclimated to the processes you can perform in QBO.


Feel free to click the Reply button if you have any other concerns or questions. I’ll be more than happy to lend a helping hand. Enjoy the rest of the day.

Rasa-LilaM
QuickBooks Team

Is there an easy way that QB provides in the emailed estimate that provides the customer with a tool to accept the estimate? Or do they have to sign and return themselve

Good day, Majordave.


Were you able to find an app that will help your customer sign and accept the estimate? I’m here to ensure you’re able to find one that will suit your business needs.


Don’t hesitate to post a comment below if you still need help with QBO. I’m always ready to lend a helping hand. Have a great day ahead.

Fiat Lux - ASIA
Level 15

Is there an easy way that QB provides in the emailed estimate that provides the customer with a tool to accept the estimate? Or do they have to sign and return themselve

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