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mbutler22
January 27, 2025
Question

Emailing an estimate more than once from the estimate screen

  • January 27, 2025
  • 1 reply
  • 0 views

WHY as of late can't we email an estimate from the estimate more than one time???????
Our company sends estimates back and forth to customer until we get it the way they want. We have been doing this daily for 10 years. All of a sudden, there is no option at the bottom of the estimate to email again. Please put that option back. We do not have time to make edits, close it,  look up the customer, go to the customers screen, scroll down, find the estimate number and send from there.  We do not understand why Quickbooks would decide for us how many times we can edit and email an estimate from the estimate screen.
Please put our choice to email an estimate as many times to our customer from the estimate screen back!

1 reply

C
ClaireSamanthaS
January 27, 2025

I hear your sentiments, @mbutler22. I recognize how important it is for you to send your estimates to your customers. Rest assured, I am here to provide a thorough explanation to resolve your query effectively.

 

Sending another estimate after you send one is unavailable in QuickBooks. I suggest sharing your request with our software engineers by utilizing the feedback feature. This way, they can look further into this feature request and consider adding it in future updates.

 

Here's how you can send feedback within the program:

 

  1. Log into your QuickBooks Online account via your web browser.
  2. Click on the Gear icon located at the top.
  3. Choose the  Feedback option.
  4. Type your comments or suggestions about the product.
  5. Click Next to submit your feedback.

 

For a comprehensive guide to providing feedback, please refer to this article: How do I submit feedback?

 

In the meantime, let's utilize the option to send estimates directly on the Estimates tab.

 

  1. Navigate to the Sales tab
  2. Click on the Estimate tab.
  3. Choose a customer, then click the drop-down arrow and select Send.

 

Customizing the design and structure of sales forms is an easy and impactful way to improve your business communication efforts. No worries, I will attach this helpful guide to explore and utilize: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have additional questions about an estimate. Please Reply to this thread, we will get back to you promptly.

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