Can you change Estimate to show Quote in quickbooks online?

Good day, eric-entrusttext.

I can show you how to change the form name in QuickBooks Online (QBO)

We can change it through the Custom form styles section. Let me guide you with these steps:

1. From the Gear icon, select Custom form styles.
2. Select the Estimate form.
3. Go to the Content tab.
4. Click the header.
5. Under Form, change Estimate to Quote
6. Click Done.

Note: These will only apply to the customer-facing view. QuickBooks will still use "Estimate" for the user interface and reporting. 

You can also check out the customize sales forms article to personalize your forms.

Keep me posted if you need a hand with customizing forms in QBO. Assistance is just a post away. Have a great day ahead. 

I was able to change Quote to Estimate on the form by switching to the old form and selecting custom form styles, but I am unable to create new estimates and it is not updated on the estimates that were created.  Custom form styles is not available when if I select "try the new estimates".  In my industry clients submit a Request for Quote (RFQ).  This is a standard business practice and I'm a little surprised the only form available for this purpose is an Estimate.  Is there a way to propose this change in the community where community members can up vote product changes so it can be included in the roadmap for future product updates?

Yes, there is, @glass2metal.

I appreciate you for sharing your thoughts about estimates. You'll want to send your feedback to our Product Development team. This way, they can review your suggestion and might consider implementing it in future updates.

In the meantime, you'll want to utilize a third-party app that lets you change your estimate to quote. Simply hover to the Apps menu in your QuickBooks Online (QBO) account and look for an app from there.

Nonetheless, you can follow these simple steps on how to send feedback in QBO:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

Furthermore, once your customer accepts their estimate, here's an article that will show you how to convert it to an invoice: Convert an estimate into an invoice in QuickBooks Online.

I'm just a post away if you have any other questions or concerns about estimates and invoices. It's always my pleasure to help. Have a great weekend!

I was finally able to figure this out by following the directions at Re: Can you change Estimate to show Quote in quick... (intuit.com) 

First, I had to go into an "Estimate" and select "Old Layout" in the top right corner.

Then I followed the directions in the link above.

Once that was complete, I saw that "Estimate" was no longer an option in the Sales drop down menu.

To find the Quote form (Still called Estimate) I selected "All Sales" in the Sales drop down menu

Then I found "Estimate" in the New Transactions drop down menu

At the bottom of that form, I selected the "Customize" link and chose the template I had modified from the list

Then I selected "Print or Preview" and was able to see the new template was applied

I was also able to see the Quote template when I selected Save and Send.

Hope this helps others!

How do you change the default email envelope so that it is consistent with "Quote" and doesn't say "Estimate"

Both the subject and the body still use the term "Estimate" and there doesn't seem to be an option to edit that.

Subject: Estimate - Quote 1006 from xxx LLC

------------------------   Estimate Summary  --------------------------
Estimate # : 1006
Estimate Date: 05/19/2023
Total: $xxx
The complete version has been provided as an attachment to this email.
---------------------------------------------------------------------

I created a custom form, changing "estimate" to "quote", and set it as default.  But when I create an estimate, the form still says estimate.

Hi, @js12321. Welcome to the QuickBooks Community. 

When recording your estimate, let's ensure that the correct template is selected from the Customize button to guarantee that Quote is reflected instead of Estimate.

Once you create a quote, it'll still show as an Estimate. No worries, when you print or send the transaction, you'll be able to see the "Quote" label on it. You can check out the screenshot below for reference.

However, if the form still says estimate, I recommend replicating the steps through a private window to narrow down the result. This will free up the storage without deleting your app's documents and data. If it works on a private window, then clear your original browser's cache. 
 

Also, you'll want to check this article for more tips on personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online

Furthermore, you may want to refer to this article on how to convert an estimate into an invoice in QBO: Convert an estimate into an invoice in QuickBooks Online 

If you've got more concerns about sales forms and any QBO-related queries, feel free to comment below. I'll be around to help. Take care. 

I don't see "Custom form styles" under the gear icon. When I search for "Custom Form Styles" in the search box, it shows a result "Jump to Custom Form Styles" but when I click on that, I get an error page "Sorry, we can't find the page you requested." The URL is https://app.qbo.intuit.com/app/formstyles.

Has this functionality been discontinued or moved somewhere else? Do I need special permissions to access it?

I don't see "Custom form styles" under the gear icon. When I search for "Custom Form Styles" in the search box, it shows a result "Jump to Custom Form Styles" but when I click on that, I get an error page "Sorry, we can't find the page you requested." The URL is https://app.qbo.intuit.com/app/formstyles.

Has this functionality been discontinued or moved somewhere else? Do I need special permissions to access it?

I appreciate the details you've shared in your post , @Epicore Accounting.

Yes, I can confirm that this feature is still available in QuickBooks Online (QBO). However, due to certain technical and browser issues, it can hide some buttons or affect how QBO performs.

Here's how:

1. On the upper right corner, look for the Gear icon.
   
    
   
2. Select Custom form styles.
   
3. In the New style dropdown, choose either Estimate, Invoice, or Sales receipt.
   

If the option still won't show on your end, you can try logging in to your QBO account using a private browser as it ignores websites from using cookies and doesn’t record any history and data. You can use either of these shortcut keys on your keyboard to access incognito mode:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Once the custom form style option shows in the private window, return to your regular browser and clear your cache. Accumulated cache and cookies in the system can become outdated or corrupted, leading to unexpected behaviors. You can also switch to other installed supported browsers as an alternative.

Furthermore, I've added these resources you can browse in case you need assistance changing and setting up messages to your customers in QuickBooks Online:

How to set up or change customer messages in QuickBooks Online.

Add a discount to an invoice or sales receipt in QuickBooks Online.

If you require any additional help with custom form styles, feel free to reach out by dropping a comment below. I'd be glad to assist you at any time. Looking forward seeing you again here in the Community. Stay safe.

This didn't work. I tried in Firefox with a private browser window, and also after clearing all cookies and cache. Here's what I see in my gear menu.

I understand that having the Custom Form Style feature is important to you. Don't worry, I'm here to help you with that, @Epicore Accounting.

To access this feature, please follow these simple steps:

1. Go to Gear icon.
2. Click All List.
3. scroll down and choose Custom form style.

In addition, you can also customize your invoice to suit your needs. Here's how you can do it: 

1. Go to Gear icon.
2. Click Customize below.
3. Choose templates you want to customize:

• New style
• Edit current

Additionally, I've attached some relevant articles to help manage custom roles and personalize sales forms in QuickBooks: 

• Add and manage custom roles in QuickBooks Online Advanced
• Customize invoices, estimates, and sales receipts in QuickBooks Online

If you have further questions about having this feature in QBO, you can comment below, and we'll respond to you as soon as possible.

Thanks for the additional information. I tried your instructions, but I got an error page. It takes me to this URL:

https://app.qbo.intuit.com/app/formstyles

But I get "We're sorry, we can't find the page you requested."

I can see a possible reason why you're unable to direct yourself to the custom form style page, @Epicore Accounting. The snapshot you've added has also helped me determine the leading cause of the error you've received.

The steps outlined by my peers in this thread should get you to the list of form styles and enable you to create a new one. However, based on your snapshot, the error appears when you only have limited access to the company file you're trying to manage. Thus, the error you've got upon accessing the link you've shared to your post pertains that you'll need to reach out to the company's master admin to either grant you access to manage and customize form styles or let them make the changes according to your business preferences.

You can also check out this article for reference about the different user roles and access rights. That way, you'll be guided about what we can only see and do within different areas of a specific role: User roles and access rights in QuickBooks Online.

Please get back to this thread if you have additional questions or require assistance in managing QuickBooks transactions. I'm rooting for your business to prosper. Take care!