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February 24, 2025
Question

how do i remove "estimate" from my proposals ??

  • February 24, 2025
  • 1 reply
  • 0 views

Hello.  How can I remove the automatic prefix of "Estimate" to subject lines?  I make it a point for most customers to know that my proposals are just that -- and NOT and estimate.  Thank You.

1 reply

February 24, 2025

We can remove the automatic prefix of Estimate to your subject lines, @SnowGhost so that your customers will know that it is a proposal not an estimate. 

 

In QuickBooks Online (QBO), you'll need to customize the labels and titles on your sales forms to remove the automatic "Estimate" prefix from the subject lines in your proposals.

 

To do so, here's how:

 

  1. Go to the Gear icon.
  2. Under the Your Company column, choose Custom Form Styles.

      3.Click the New Style dropdown menu, then select Estimate

      4.From the Content tab, click the Pencil icon of the header part.

      5.In the Form section, uncheck the Form Names to remove the word Estimate.

      6.Proceed to the Emails tab, then modify the Subject section.

      7.Hit Done.

 

Now, when you create a new proposal using the customized form style, it should display without the "Estimate" prefix or with the new title you specified.

 

For more detailed information, utilize this helpful article regarding customizing estimates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, if you want to convert your estimate to an invoice, refer to this article for guidance and look for step 3: Create and send estimates in QuickBooks Online.

 

Lastly, simplify your business finances with QuickBooks Live Bookkeeping Assisted. Our certified bookkeepers efficiently manage your books using QuickBooks, organizing income, reconciling bank statements, and preparing for tax time. Let us handle the bookkeeping stress, so you can focus on growing your business.

 

Do not hesitate to comment on your queries below if you still have questions regarding your proposal. I'll be around and will surely help you out! 

SnowGhostAuthor
February 25, 2025

Hi KiazzymaeC.  Thanks for the details.  I did that and unfortunately "Estimate - " comes through yet.  Something tells me it has to do with a form type or something...distant memory from over a year ago when I initially tried to fix this.

 

Here are my screenshots..

 

Also, you can see I've unselected the "Estimate" checkbox, the preview pane shows it won't be there, but then "PROPOSAL" shows up in the email.

 

There should be an attached PDF that goes through the form settings, new estimate, and the email coming through with 'Estimate ' prefix in subject -as-well-as- "PROPOSAL" centered at top of form.

 

Thanks for you help!

-Todd

{ATTACHMENT REMOVED}