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August 26, 2024
Question

Adaptive estimates? I give estimates via email with several services on it. As far as I can tell there is no way the customer can accept it with only a few options taken.

  • August 26, 2024
  • 1 reply
  • 0 views
Is there a way I can set up estimates so customers can choose which services they want on I, accept it then send it back to me so I can schedule those services. Or do I have to always make a second estimate just for those services and send it back to them? Also the view estimate under total price page a customer pulls up first when "viewing the estimate is to small and easy to over look." How can I just have the pull up the estimate specifically rathe then that page of total price with none of the services on it.

1 reply

August 26, 2024

Hello there, sunepowerwash. I'll share some insights about estimates in QuickBooks Online.

 

Enabling your customers to accept estimates easily could greatly enhance the efficiency of your business operations. However, the feature is unavailable.

 

We are always striving to improve our software and aim to make this experience as smooth as possible for you. It would be great to share your feedback with our product developer, allowing them to evaluate this option and potentially incorporate it into future updates.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

In addition, explore this article on customizing your sales forms to suit your needs: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Moreover, I want to provide you with some resources you can explore to assist you in managing your estimates:

 

 

Kindly notify me by clicking the Reply button below if you have other concerns with estimates-related tasks. I'm always ready to assist. Have a good one.