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user12557
May 22, 2020 2:35 AM UTC
Question

Does a quote have the option of "click to accept"? My clients dont want to, or cant, print, sign, scan and return.

Original commenter did not share additional details

15 replies

Kass_B - Product Champion
May 22, 2020 3:06 AM UTC

Hi user12557, 

 

Currently there is no feature for your customers to 'click and accept' or similar when receiving quotes, although I can see how this would be a useful tool and would be happy to pass this suggestion along for consideration in a future product enhancement. As a workaround, your clients could reply to the email to advise they accept the quote and this will go to the email you have set up to be customer-facing in your settings. You could then attach the email to the invoice when converted to a quote, or so on. To confirm which email address this will be received to:

 

  1. Go to the Settings icon (top right), and select Account and Settings.
  2. Select the Company menu on the left, and click into the Contact info section
  3. Review and edit the Customer-facing email as required.

 

-Kass

Lucagu
Sep 24, 2021 11:03 PM UTC

Is there any update on this 16 months later?

 

Thanks

LieraMarie_A
LieraMarie_A
Sep 25, 2021 12:36 AM UTC

Good day, @Lucagu. 

 

Having the 'click and accept' option for customers would be useful for business owners. It would be easier to track the status of your quotes. For now, we haven't received any updates yet from our developers as to when this will be implemented. Rest assured that our product developers review all customer's feedback for consideration in any future updates. 

 

I'll also relay this message to them on my end and add your vote for this one. You can also share your thoughts and ideas through your account. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback. 

 

In the meantime, I suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

If you need further assistance with managing quotes, the Community is the place to go. Have a great day.

Fiat Lux - ASIA
Fiat Lux - ASIA
May 22, 2020 4:08 AM UTC

@user12557 

Consider having this app to integrate with your QBO

http://get.practiceignition.com/quickbooks

 

SimonJS
Nov 30, 2021 6:15 PM UTC

This is something we need. I have come from a company that uses quickfile to a company that uses quickbooks and I am surprised by the lack of features and the cost of quickbooks in relation to quickfile. 

 

A customer portal would also be a useful tool. This is another feature of quickfile. Is this going to be an option for quickbooks in the very near future????

Fiat Lux - ASIA
Fiat Lux - ASIA
Dec 1, 2021 4:44 AM UTC

@SimonJS 

Consider using a separate invoicing app for free and utilize a connector to duplicate data into your QBO account. It also offers a customer/client portal feature.

jamespaul
Nov 30, 2021 8:07 PM UTC

Hello, Simon. 

 

Thanks for the ideas, and I do like the idea of having a customer portal. Plus, letting your customers manage their quotes would be a time-saving feature. 

 

Having the option to let your customer set the quote status would be a good addition for QuickBooks Online. A customer portal tool would also be a nice feature in managing your client-related transactions. 

 

Our developers might work on these two ideas in the future, so stay tuned for email updates and in-product popups. 

 

As what my colleagues mentioned, I would recommend sending feedback to our developers. Click the Gear icon, then select Feedback (or you can follow the steps provided by LieraMarie_A).

 

For now, you'll want to manually set your quote status in QuickBooks. Simply open the quote, click the status menu (below the Customer drop-down menu), then set a status. 

 

Do you do progress invoicing for your customers? If you need help setting it up, I would recommend reading this article: Set up and send progress invoices in QuickBooks Online.

 

If you have more questions about handling your quotes or about other features in QuickBooks, please let me know the details below. I'll ensure you'll be able to complete your tasks and focus on your business. 

RightChoiceKitchens
Apr 27, 2023 9:42 PM UTC

It's Almost 3 Years and they can't Implement a Single Feature!

I recently switched to QuickBooks Online and was stunned by the lack of  features. Every other thing just makes me go back to my previous software. This is really disappointing when you are charging monthly fees and still can't Implement a useful feature after 3 Years.

I will probably be leaving QuickBooks next month.

    Dry1mpact
    Dec 17, 2023 6:23 PM UTC

    And we are still waiting.............. 

    Quickbooks development team are useless

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