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A
afrat240
March 6, 2023
Question

Removing the the "Review and Approve" button from estimate emails

  • March 6, 2023
  • 1 reply
  • 0 views

Is there a way to remove the "Review and Approve" button from the emails when sending estimates? It looks like you are able to remove the "Review and Pay" button from invoices, so why no option like this for estimates?

 

Often times we will include multiple items on an estimate as more of an "either/or" so we can offer different price points for different job options, and I do not want to confuse clients by including a button that just pops up with a page to approve the total.

 

I also just find that incredibly off-putting, that the button directs them to approve an arbitrary (from their perspective) total price, without showing the actual estimate which includes the scope of work/description. Most people are going to click a button first before seeing the estimate attached to the email. 

 

I know there are work-arounds, and I can just save the estimate as a PDF then send it in normal email. But that literally defeats the purpose and convenience of having everything tracked and contained within QB. So I'd just like to have the button disabled as an option.

1 reply

J
JamaicaA
March 6, 2023

That's a great idea, @afrat.

 

I understand the convenience of having the option to disable the Review and Approve button on your estimate. Since this is currently unavailable, please know that we don't have a specific time frame as to when this will be implemented.

 

You'll want to send a feedback request to our product development team. They will evaluate this and pick some of them to include in future updates. This way, we can help you with your business template.

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, click on Feedback.
  3. Share your feedback. Then, click Next.

 

You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

 

See this article to learn more about personalizing the layout of your sales forms to enhance your business' communications: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to read about converting an estimate into an invoice to link them seamlessly. This way, you won't have to enter the same info again.

 

Drop a comment below if you have more requests about estimates. I'm always here to assist. Take care.

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