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Big Rons
April 27, 2021
Question

How do I set up electronic signatures for estimates

  • April 27, 2021
  • 3 replies
  • 0 views

I have QB Enterprise desktop edition. I want my customers to be able to sign estimates electronically, is there a way to set something up so it goes out with each estimate?

3 replies

JessT
JessT
April 27, 2021

Hi there, Big Rons.

 

Getting electronic signatures for estimates is currently not a feature in QuickBooks Desktop. I suggest looking for third-party apps that offer this service.

  1. Click this link: https://desktop.apps.com/home
  2. You can use keywords to search for an app.

If you need help with your estimates, just respond to this thread. We'll be happy to assist you again.

B
Big RonsAuthor
April 28, 2021

I followed that app link, I didn't see what I was looking for. I will explain myself further so you know exactly what it is I'm looking for. We send proposals to our clients before we do a job, there are also terms and conditions that the client has to agree to. We currently have that in the body of the email that goes out with the estimate. The client has to accept the estimate and the terms and conditions before we will do the work. A lot of people do not have a printer or scanner to sign it and send it back. What we would like is for the estimate and the terms and conditions to go out in the form of a Docusign to eliminate the need for them to have to print anything. Is there a way to do that?

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    April 28, 2021

    ...

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    April 28, 2021

    @Big Rons 

    What kind of business do you run? A construction compay?

    B
    Big RonsAuthor
    April 28, 2021

    A Tree Service

    D
    Dan_
    April 9, 2022

    Did you ever find a solution, because I too am looking for this same function?

    R
    ReymondO
    April 9, 2022

    Hi there, @Dan_.

     

    At the moment, setting up electronic signatures for estimates is unavailable in QuickBooks Desktop (QBDT). 

     

    I can see how this feature would greatly help you in managing your business. I'll take note of this as a suggestion to improve your QuickBooks experience.


    In the meantime, you can look for third-party apps that offer this service. Simply search for it using this link: https://desktop.apps.com/home

     

    Moreover, you can personally send feedback to our product developer. This way, they can review it and most likely this on our future updates. Here's how:

     

    1. Click the Help menu and select Send Feedback Online.
    2. Choose Product Suggestion, then enter the details of your concern.
    3. Select Send Feedback and click Close Window.

     

    In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our Help articles. 


    If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

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