Set up new account just for a salesperson to do estimates.

Consider having a CRM app for your sales person and integrate it with your QBO account.

General CRM apps don't do quotes.  We use one for leads, contacts and deals.

General CRM apps don't do quotes.  We use one for leads, contacts and deals.

What kind of business do you run? A field service company, a construction company, or else?

Sell hardware, services, recurring - but that wouldn't impact the system.  We could move to a D-tools or something but it's a huge undertaking getting everything set up.  Might be easier just to get a 2nd QBO account and copy data and let him work from there.  Haven't researched that effort yet but must be easier than moving to a whole different application.  Use Freshsales for CRM.

So you should open QBO Essentials. QBO Simple Start only provide 1 user as Master Admin.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us- promo

then consider to utilize a tool to migrate Estimate data between QBO accounts if required.

https:// transactionpro.grsm.io/qbo

As another option, your may explore this proposal management app with more features to integrate with your current QBO account.

https://get.practiceignition.com/quickbooks