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ccsigns
August 19, 2020
Question

Can I change the word Estimates to the word Quote on my forms that are sending out to customers? I tried changing it in my custom forms part but it isn't applying

  • August 19, 2020
  • 4 replies
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Original commenter did not share additional details

    4 replies

    J
    jamespaul
    August 19, 2020

    Hello, ccsigns.

     

    Yes, and you did the right steps in changing the "Estimates" to "Quote." I have a couple of solutions to help you apply the new "Quote" form name. 

     

    Do you have multiple custom forms? If so, ensure to select the correct template when creating an estimate. Here's how:

     

    1. In the estimate creation window, click the Customize button.
    2. Select your template with the "Quote" form name.
    3. Click the Print or Preview button to double check. 

     

     

    Are you also trying to change the wording on your email messages? If so, you'll want to do it in your Account and settings. Here's how: 

     

    1. Click the Gear icon, then choose Account and settings.
    2. Go to the Sales tab, then open the Messages column. 
    3. Select Estimate under the Sales form drop-down menu. 
    4. In the Email subject line box, change "Estimate" to "Quote."
    5. Click Save and Done. 

     

    Note: These will only apply to the customer-facing view. QuickBooks will still use "Estimate" for the user interface and reporting. 

     

    Need help recording your sales and managing your customers? Check out the articles under this topic for guides and details. Scroll down to the More Help Topics section if you need assistance taking care of other things in QuickBooks Online. 

     

    Drop by in this thread again if you have future concerns with QuickBooks Online. I'm more than happy to offer help. Good day ahead. 

    C
    Ceevee
    August 21, 2020

    Hi there. I have a similar issue.

     

    I have selected the option to use the term "quote" instead of invoice. In the PDF quote document itself, it has the word "Quote" above the customer's address and also next to the quote number.

     

    However the term "estimate" is still used elsewhere, which is very confusing for our customers:

    1) the PDF file has the word "estimate" in its filename e.g. Estimate_Q1234_from_MYCOMPANY.pdf - why isn't it using "Quote" like I've selected? and

    2) in the summary which appears below the email text, it has "----Estimate---" as the header:

    This is like a very confusing half-way house - half quote, half estimate. Is this something I can change?

    Thanks for any insights you guys can provide!

     

    Ceevee

    C
    Catherine_B
    August 21, 2020

    Hello there, Ceevee.

     

    Yes, you're correct the PDF file name and the Estimate Summary is system generated, and the option to change it is unavailable. Meantime, you can download the PDF file and change its file name and manually send it to your customers.

     

    I'll show you how:

     

    1. Open and estimate and at the bottom menu, click Customize to select the quote template. 
    2. Click Print or Preview and then Print or Preview at the bottom.
    3. At the upper-right, select the Download button at the lower-right.
    4. You'll be routed to the Save As dialog box to change the File name. 
    5. Click Save.

    From there you can manually send the estimate with the correct PDF file name and the estimate summary after the email will be removed.

     

    If you don't see the Save As dialog box, you can try changing your browser settings. Here's how to do that if you're using Google Chrome:

     

    1. At the upper-right of the browser, click the vertical dots. Then, click Settings.
    2. From the left menu, select Downloads. 
    3. Toggle the Ask where to save each file before downloading option.

    You can also check out the customize sales forms article to personalize your forms.

     

    I'll surely take note of this suggestion. This will surely help improve our system more. You take care always and have a great one! 

    C
    cyruscontrols
    October 26, 2020

    Hi. I am also having an issue with this. In my industry Estimates are not an option. Everyone deals in quotes.

    I have changed the word Estimate to Quotation as suggested however this is not working. Instead of replacing the word it appends it. My Email subject now reads "Estimate - Quotation QU-XXXX". 

    Surely this is a bug. Also, the file name still reads Estimate.

    Any progress been made on this?


    Thanks,

      C
      Charies_M
      October 26, 2020

      Thanks for jumping into this thread, cyruscontrols.

       

      Let's try a few troubleshooting steps to isolate this issue about changing the word Estimate to Quotation. There are times when a browser's cache becomes full or damaged. When this happens, issues like this can occur.

       

      To start with, let's try logging in to your QBO account using an incognito or private browser. Since this doesn't store data in the cache, it the best place to isolate browser issues.

       

      Kindly use either of the following shortcut keys:
       

      • Google Chrome, press CTRL  + Shift + N
      • Mozilla Firefox: press CTRL  + Shift + P
      • Safari: press Command + Shift + N 

      Try performing the steps shared by Catherine_B again. If it works, you may want to clear the browsing history of your regular web browser. This will remove previously-stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough.

       

      For additional reference, you can read through this guide on how to customize invoices, estimates, and sales receipts.

       

      The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

      A
      Activemed
      April 14, 2021

      Please can you add this to your options.

      If I had know this when signing up I would have used something like Zero instead simply because of that one oversight.

      I looked when I was first setting up but assumed I just hadn't found the right button and left it to come back to when I had more time, never would it have occurred to me that it wouldn't be an option.

       

      Its accountancy software for business for gods sake.

      I'm  now faced with a customer that will not raise a sizable PO off the back of an estimate.

       

       

      Q
      qatarisun
      April 17, 2021

      It is absolutely necessary to have a Form called QUOTE! Please amend/add a new form at the earliest!

        Jen_D
        Jen_D
        April 18, 2021

        Thanks for posting here and sharing your feature request with us, @qatarisun,

         

        For Intuit products and tools developers are going through the wide range of feedback, and trying to navigate a path forward with accessibility leading. We wanted to be very purposeful and thorough with the enhancements and product updates to make our program efficient to use.

         

        Please know that our engineers are working hard toward this goal, but we can't provide the turnaround time since they work on this internally.

         

        Don't worry, if there are new updates with our products, it will be communicated through in-product ads. You can also check out these links to be updated with the recent and upcoming changes for our QuickBooks products:

         

         

        In the meantime, this articles lists all the things you can do to customize sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online

         

        If you have any questions or need further help with QBO, feel free to visit us anytime. You can also mention my name on your posts and I'll be more than glad to help. Have a nice day!

        J
        Jopete
        August 22, 2021

        Hi

        As this been sorted yet?

        in uk law there is a big difference between an estimate and a quotation, we were about to move to Quick books but if this hasn't been corrected we wont.

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