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Bigc667
April 18, 2019
Question

customer accepting estimates

  • April 18, 2019
  • 3 replies
  • 0 views

I run a construction company and I need to send out estimates on a regular basis.

My question is this. Is there a way when I send the customer a estimate that they can accept the estimate online? I previously used aynx for my estimates and invoicing. There was a button in the estimate that would allow them to accept my estimate. Just wondering if I could do something similar with quickbooks 

    3 replies

    Kristine Mae
    Kristine Mae
    April 18, 2019

    Hello there, Bigc667.

     

    For now, your customers are unable to accept the estimates online. You'll have to manually take note that it's already accepted by adding it as a memo. Here's how:

    1. Open the estimate.
    2. Add notes in the MEMO field.
    3. Click Save & Close.

    You can check my screenshot as your reference.

     

     

    I know this makes a good feature. I will submit your concern to our management team so they pass this along to our software engineers. They will review this and might add it to our future updates.

     

    Don't hesitate to let us know if you have other concerns. Have a good one!

    T
    Tam22
    August 21, 2019

    Hi Kristina,

    In QB desktop, is there a way to see what estimates have been accepted by a customer when multiple estimates have been sent (other than having to open each one up individually and look in the memo line to see if it has been labeled "accepted"?

      JasroV
      JasroV
      August 21, 2019

      Hi there, @Tam22.

       

      Currently, the only way to know if the estimate is accepted by your customer is to contact them. Once confirmed, you'll have to manually take note by adding it as a memo as my colleague stated above. You can refer to the screenshot provided by my colleague @Kristine Mae .

       

      I understand this feature could play a big part in our customers business. I'll submit a feature request on your behalf to our product engineers so they'll consider adding it in the future.

       

      Also, to learn some tips on managing your QuickBooks Desktop account. You can always visit our Help articles page for reference.

       

      As always, don't hesitate to leave a comment below if you have other concerns. We're always here to help.

      K
      Kphelan2018
      April 17, 2020

      I have a suggestion that I came up with. I go into customer list and add a column called "accepted" then if contract accepted then I add it to that field and I can see in my customer list. I know its probably lame (LOL) but it helps me a lot. Unfortunately it doesn't show on reports but i can make it work for viewing purposes. 

        I
        itznetworks
        August 25, 2020

        I have an electrical company and I've been considering moving away to invoice ninja just because of this feature, I would also love to be able to have a button link embedded to the email (estimate) similar to the "Pay Invoice" button so our customers can accept the estimate online and not have to print, sign, scan and send back to us!

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        August 25, 2020

        @itznetworks 

        IN is not an accounting software like QBO. You may use and connect it to QBO with a connector.

        https://www. integromat.com/?pc=quickbooks

         

        Other options, explore these field service apps specifically for your industry

        https:// fieldpulse.grsm.io/quickbooks

        https:// jobber.grsm.io/quickbooks

         

         

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