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Level 1

When I email estimates, the estimate isn't a document, it's an email text instead?

 
1 Comment
QuickBooks Team

When I email estimates, the estimate isn't a document, it's an email text instead?

Hi there, @joe144.

 

There are two types of data you will be sending to your customers when creating a sales form. There is a text type and also a .PDF file document attached on the email.

 

You can inform your customer that you can view the .pdf document at the bottom part of the email in case they need to share it.

 

I've added an article about personalizing your sales forms to make it more attractive to customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You're always welcome to tag my name in the comment section if you have other concerns. I'd be happy to answer them for you. Take care.

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