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September 26, 2024
Question

How do i send an estimate for customer to e-sign in QBO?

  • September 26, 2024
  • 1 reply
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How do i send an estimate for customer to e-sign in QBO?

1 reply

September 26, 2024

Welcome! Your presence here is much appreciated, Roy. I acknowledge the importance of sending an electronic signature-enabled estimate through QuickBooks Online, which can significantly benefit your business and streamline your workflow.

 

You can explore our third-party app to look for an application where you can send an estimate for your customer to sign electronically. The option to do it directly within the system isn't possible.

 

Let me assist you with how to do it:

 

  1. Click Apps from the left panel, then go to the Find Apps tab.
  2. From the search bar, type in the keyword to look for an app.
  3. Once done, you can choose an app from the lists that suits your business needs. 
     

 

For future reference, you can convert your estimate to an invoice to save you time from entering the same info twice. QuickBooks will automatically fill in the information and link them both.


Following the workaround by exploring our third-party app, you can send an estimate for your customer to e-sign, which can streamline the approval process. Please feel free to reach out if you have any further questions. Have a great day, Roy!