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texasgateservice
Level 1

Why are my estimate e mails not pdf?

when estimate e mail received it looks like it has just been typed with no quickbooks logo or anything to show being professional
4 Comments 4
IamjuViel
QuickBooks Team

Why are my estimate e mails not pdf?

Hello there, @texasgateservice.

 

Let me guide you in reviewing your online delivery preferences. This way, we can make sure that it is set to show only a short summary of your transaction in the email and include a PDF attachment.

  1. Go to the Gear icon .
  2. Choose Account and Settings.
  3. Select the Sales menu.
  4. Scroll down to the Online Delivery section.
  5. From the Email options for all sales forms option, mark Show short summary in email.
  6. Put a checkmark on the PDF Attached tick box.
  7. Click the Save button.
  8. Hit Done

Also, you can review it on your Custom Form Styles page. Here's how:

  1. Go to the Gear icon.
  2. Choose the Custom Form Style.
  3. Select the estimate template you're using.
  4. From the Actions column, click Edit.
  5. Pick the Emails tab.
  6. Mark the Summarized Details and PDF attached tick box. 
  7. Click Done.  

I'm adding these articles to help you manage your estimates and other sales forms:

Get back to us here if you have other questions about emailing your estimates and other sales forms. I'm always here to lend a hand.

IamjuViel
QuickBooks Team

Why are my estimate e mails not pdf?

Making sure your customers receive their estimates is our priority, @texasgateservice.

 

Have you tried performing the steps I shared on how to review your transactions' email preferences?

 

I'll be around if you need more help with your concern. Wishing you all the best.

Quagmire87
Level 1

Why are my estimate e mails not pdf?

Apparently the actual email for an estimate looks nothing like an invoice, but you can attach a PDF for them to look at which is the professional version you are used to seeing.  Not sure why quickbooks does this, it does nothing but confuse the customer.  

Michiganpaintingpros
Level 1

Why are my estimate e mails not pdf?

I agree. It's so confusing for my customers. I have to walk them through opening the pdf attachment.  Also, the total price in the email view is terrible for business. It shocks the customer with a total price before showing itemized list.

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