Skip to main content
L
lighthouseconstruction
December 11, 2018
Solved

Adding contract terms on the back of an estimate/proposal

  • December 11, 2018
  • 2 replies
  • 0 views

Good morning.

Is there a way to add contract terms to all estimates I send out in QB? I have been using Excel and Word to format contracts and am just now getting the hang of formatting documents in QB so I can stop switching between programs.

But I am lacking our contract terms on the back of the document when I send out an estimate! 

Thanks in advance for all your advice and input!

    Best answer by JamesPaulE

    Good morning to you as well, lighthouseconstruction!

    Glad you're getting the hang of formatting documents in QuickBooks!

    We can attach a file of your contract terms on your estimates by clicking on the Paper clip icon when creating an estimate. 

    If you have the time, you can check out this article for information about attaching documents for QuickBooks sales forms:

    https://community.intuit.com/articles/1502158

    If there's anything else you need to accomplish for your contract terms, please let me know by leaving a comment below. I'd be more than happy to work with you. 

    2 replies

    J
    JamesPaulEAnswer
    December 11, 2018

    Good morning to you as well, lighthouseconstruction!

    Glad you're getting the hang of formatting documents in QuickBooks!

    We can attach a file of your contract terms on your estimates by clicking on the Paper clip icon when creating an estimate. 

    If you have the time, you can check out this article for information about attaching documents for QuickBooks sales forms:

    https://community.intuit.com/articles/1502158

    If there's anything else you need to accomplish for your contract terms, please let me know by leaving a comment below. I'd be more than happy to work with you. 

      A
      arkvalleyinfo
      December 11, 2018
      How can this be automated so it is on every Estimate, without need to manually add? Don't want our terms to get missed.
        H
        Heritage Olive Trees
        March 6, 2020

        I created non-inventory "items", this too has its word count issues, but by breaking your disclosures into sub-sections and creating an "item group" encompassing all legal, commitment, shipping, acceptance, signature "items" into one group, mine is "Legal Disclosure", I am able to add one line item to the contract that holds all the contract information.

         

        There is ONE flaw with this method, I can not change the spacing of item descriptions so my contract is double spaced resulting in 5 pages of contract.

         

        I like my method, it's very customizable.

         

        Could your design team:

        A)  Add an option to allow for line spacing adjustments to the "item - description" (or just remove the double spacing)

        B) Remove the automatic $0.00 dollar filler for non-inventory items.

         

        Thank you!

          JasroV
          JasroV
          March 6, 2020

          Hi there, @Heritage Olive Trees.

           

          I appreciate you for sharing your thoughts and suggestions in the Community. Rest assured I'll forward your suggestion to our product team so they'll consider adding this in the future.

           

          In the meantime, you can visit the link provided by my colleague above to know about the latest news and updates about QuickBooks. From there, you can also learn what our product engineers are up to.


          You might also want to check our Help articles during your free time. Form there, you can learn helpful tips that can help you manage your QuickBooks Desktop (QBDT).

           

          Let me know in the comment section below if there's anything else you need. We're always around to help.

          V
          vft
          May 18, 2020

          Yet another obvious and important miss by QBO....  what are you working on?

           

          No terms on email-able invoices and estimates

          No Sales Orders

          No way to export invoices or all of the invoice details

          No way to partial invoice

          No way to purchase based on an Estimate

          No way to import to the full selection of DB fields 

          No way to import or export to Custom Fields

          Lack of clean tax integration (buy a competitor already - Alavara?)

          Convoluted payroll processing

          and so many more....

           

          Does anyone at QBO actually speak with business owners or has anyone ever attempted to collect customer insights.  Seeing that QBO is the leader in SMB Accounting Software with a long history and developed workforce, these absences in software solutions are discrediting - simply reading the forums on your site and the amount of feedback you are consistently receiving from users - at times over a 5-year period or longer - and the lack of providing solutions and a roadmap forward speak volumes.  QBO does not care about you, they have market ownership and their complacency will hopefully get smoked out in time with better competitive solutions. 

           

          This is a dinosaur in the modern age - if anyone should be leading here QBO should - not a chance this is going to happen - leave now.  The forums provide plenty of indication no one at QBO is listening who has the power to affect change.

           

          "Please confirm you will pass this along to developers". hahahahahahahahahahha.  Don't waste out time.

            Terms & ConditionsAccessibility statement