When customisign estimate form, is there a way to get signature field? On standard form the signature taken thru app appears. I want the same on customised form

faisalshivani · ‎June 05, 2024

jeanbiverly_

We recognize the benefits of having a signature field on customized estimate forms. However, this feature is currently unavailable in the web version of QuickBooks Online (QBO).

As a workaround, you can personalize the form and use the Message displayed on estimate field to include the necessary information. Here's how:

1. Navigate to the Gear icon and select Custom form styles.

2. Click the New style dropdown button and choose Estimate.

3. Open the Content tab, then the third window or Footer.

4. Edit the Message to customer on estimates field.

5. Hit Done to save the changes.

Once your customer accepts your estimate, you can directly convert it into an invoice.

To learn more about receiving payments from invoices, you can check out this article: Record invoice payments in QuickBooks Online.

Feel at ease to return to this thread if you have any other QBO-related concerns. It's always our pleasure to help. Have a great day!

faisalshivani

You see the standard estimate form auto include the signature when printed.

My question was when we are importing the customized estimate form in word file there is no field to match the signature field.

If you could tell the signature field name of QBO API then would it be possible to put it there?