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J
Jeffymc
February 20, 2022
Question

When sending a quite it looks very odd in the email format

  • February 20, 2022
  • 2 replies
  • 0 views

When sending a quote it comes up in the email really strange . The pdf attachment is fine but the email itself is odd . I’ve sent it from my computer and app on my phone both the same . My email is a gmail account  any advice would be great  as it looks very unprofessional 

2 replies

LieraMarie_A
LieraMarie_A
February 20, 2022

Hi there, @Jeffymc. I'll share the steps with you on how to customise your email message. 

 

Here's how:

  1. Click the Gear icon.
  2. Select Account and settings and proceed to the Sales tab.
  3. Go to the Messages section.
  4. Select Estimates/Quotes from the Sales form drop-down.
  5. For the Subject and Email message, you can leave the verbiage in the box that is provided or type in your custom messages.
  6. If you would like to receive a copy, place a tick in the box next to Email me a copy.
  7. After you've made all the appropriate changes to the message, select Save.
  8. Select Done.

 

You can also refer to this article for more info: How to set up or change customer messages. You can also personalise your sales forms to make them eye-catching and professional-looking.

 

You can always reach out to us anytime you need help with sending forms. We're always here to be your guide. 

J
JeffymcAuthor
February 20, 2022

Thanks for the info but it’s the format that the email comes up is odd I’ll attach a photo for reference , that’s how it shows up in an email and that size too ???? It’s so bad 

    J
    JeffymcAuthor
    February 20, 2022

     

    K
    Kat4101
    May 18, 2023

    Hi 

    Our emails of ESTIMATES to clients are still weird. I've tried all the suggestions changing the online delivery to online email format but its still coming out weird. Especially on the phone. 99% of our customers see these estimates when they are on the field which means their first impression is the mobile format which is so weird. How do I get rid of that all together and just do only a pdf version so its in a clear and professional format. Please help. I keep getting phone calls from my clients saying they cant read our estimates. I always have to guide them that there is a readable pdf format at the bottom of their email. This is not good. 

     

      R
      RCV
      May 18, 2023

      Hi there, Kat4101.

       

      I understand how important it is for your company to edit the estimate email format to look more professional. This option is unavailable in QuickBooks Online (QBO). We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

       

      1. Go to the Gear icon.
      2. Hit Feedback.
      3. Type in your recommendation in the Share your feedback field.
      4. Click Next.
      5. Follow the on-screen instructions to complete the process.

       

      I've attached screenshots below for your reference:

       

       

      You'll want to include a summary in the email, instead of the full details. Here's how:

       

      1. Click the Gear icon.
      2. Select Account and settings and proceed to the Sales tab.
      3. Go to the Online delivery section and select Edit.
      4. Choose Show short summary in email.
      5. Click Save and Done.

       

      You may refer to the following link for tutorials and articles about sales and customers: Topics about your company's income and customers.

       

      Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can also utilize the REPLY button below if you have any additional QuickBooks-related concerns. You have a good one. 

      E
      Exemplar
      May 22, 2023

      I've been following this thread for several months, after having a similar issue for my company estimates. Since then, every notification that comes across my inbox has led me to hope that someone has finally addressed this issue. Instead, all I have seen is community members asking for a fix, and QuickBooks responding by telling them how to submit a basic feature request. 

      QuickBooks, This is not good enough. There is no excuse for wasting users' time, and telling them to create feature requests for what should have already been a basic function of the software from day one. Invoices look great, as they should from an Industry giant and the leading accounting software in the space. There is no reason that our estimates should look like they came off of a typewriter into our clients' inbox. 

      Please, address this issue. We are not asking that a feature be added, we are asking the basic core functionality of the product appear as it should. We are asking that you stop pretending that this issue is anything more than a basic product management oversight failure. We either love your product, or have no choice but to use it. Either way, these are not the sorts of issues that should be taking up the time of business owners. Thank you.

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